A co-founder of Coastal Partners, Sean began his wealth management career in 2008 and has worked with the other founding members since 2009. Prior to joining UBS Private Wealth Management, Sean was a portfolio manager with the Private Banking and Investment Group at Merrill Lynch.

Sean leads the team's financial planning efforts where he works closely with entrepreneurs and their families to create personalized wealth strategies that support their goals and objectives. Sean leverages his experience, specialized education and the broad resources of UBS to assist clients with a range of planning topics, including cash flow management, pre-liquidity planning and asset allocation decisions. He believes in taking a collaborative approach with his client's other trusted advisors, ensuring each plan is properly implemented. Sean's focus is on helping clients make sound financial decisions, preserve their wealth and maximize their legacy.

Sean holds the Certified Private Wealth Advisor^® certification, administered by Investment Management Consultants Association^® and taught in conjunction with The University of Chicago Booth School of Business. Additionally Sean holds the CERTIFIED FINANCIAL PLANNER^TM certification awarded by the Certified Financial Planner Board of Standards, Inc. In the community, Sean is actively involved with the United Way of Broward County.  He graduated from the University of Florida, where he received his bachelor's and master's degrees in finance. Sean, his wife, Samantha, and son, live in Fort Lauderdale.

• CERTIFIED FINANCIAL PLANNER™
• Master of Science, Finance - University of Florida
• Bachelor of Science, Finance - University of Florida

• Series 7 - General Securities Representative Examination
• Series 31 - Futures Managed Funds Examination
• Series 66 - Uniform Combined State Law Examination
• Life, Health and Variable Annuity Insurance (2-15) - State of Florida

CA, CO, CT, DC, FL, GA, IL, MA, MI, MN, MO, NC, NY, PA, WI