Sean helps investors navigate the myriad of available investment options from financial planning to comprehensive portfolio management. Sean’s recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals with as much certainty, and as little risk, as possible.
Sean began his financial services career in 1995 with Legg Mason Wood Walker, Inc. then continued on to Wachovia Securities. In 2006 Sean joined Raymond James and Towne Wealth Management. In 2019 he earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies in association with the University of Pittsburgh’s Joseph M. Katz Graduate School of Business. Sean has also earned the Private Wealth Advisor designation from Raymond James. This designation reflects his experience in managing the financial concerns of families, individuals and organizations of significant wealth, and his mastery of methods and resources necessary to support their expansive financial interests. He is a graduate of Washington & Lee University and received a Bachelor of Arts degree in History with concentration in Economics and Business.
Sean is active in the Williamsburg Rotary Club, a Co-founder of the Williamsburg Craft Beer Festival, and serves on the boards for Bruton Parish Church Foundation’s Rockefeller Endowment, WHRO, Virginians For High Speed Rail, and the Quarterpath Community Development Authority*. He has previously served as a board member of the Colonial Williamsburg Foundation National Advisory Council and Meals on Wheels*. Sean lives in Williamsburg, Virginia and has been married to Margaret for over 30 years. They have two adult children McRae and Parker. When not in the office, he enjoys travel, golf, biking, skiing, fishing, and all-around fun!
*Raymond James is not affiliated with the above organizations.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.