Sean joined the Freedom Street Partners team in 2022 as a Client Relationship Manager. He views his role as a bridge between his colleagues and our clients because he supports our advisors with a fresh perspective on processes and continuous improvement while helping our clients to reach their goals through various points of their lives and financial journeys.
Sean’s approach to his role is to ensure that he forms lasting relationships with our clients on an individual level that is built on trust and provides them with the best service possible. He constantly looks at each viable option and analyzes customized choices for their unique situation. Sean’s loyal and empathetic approach, paired with his meticulous attention to detail, ties directly into his passion for helping others. He understands that many emotions and stress come with managing finances, and he is driven by taking off the weight that many feel when planning for their financial futures.
Before joining our team, Sean held various positions in the financial services field. He began his career with Merrill Lynch as a Financial Advisor in their Professional Management Development program. Sean then transitioned to a Financial Services Advisor, also for Merrill, located at one of their Bank of America branches. Most recently, he was a Private Wealth Advisor with LPL Financial. Sean graduated from Hampden-Sydney College in Virginia with a Bachelor of Science in Biology, specializing in Neurobiology and Behavioral Psychology. While in college, he was also a member of Alpha Chi Sigma, a professional sciences fraternity. When he took a deeper interest in finance, he went back to school to support his education with essential foundational information and guidance. He holds the Series 7 and Series 66, CRPCÒ, and CPFAÒ professional designations.
I was born in Chicago but have lived in Chesapeake since I was around five years old. When I’m not in the office, I love to spend time with my biggest hobby and a focal point throughout my life, music.
I collect guitars and have written and played music for around 15 years. I also dabble with playing the piano and have recently been trying to get more serious by increasing my time practicing. I also frequently volunteer at my church and have played in the worship band as a guitarist since 2018.