Portfolio Administrator

Phone: (843) 790 - 2625
E-Mail: Sean.Okeefe@WFAFinet.com

Sean began his financial career in 2011 with Morgan Stanley, working in commodities and derivatives. In 2015 he joined J.P. Morgan to work in their high yield trading department in New York City until he relocated to Charleston in 2020. He is a graduate of West Virginia University with a degree in political science. Sean holds a Series 7 Registration and a Series 66 State Registration.

Sean lives in John’s Island and enjoys going to the beach, fishing, and exploring the great restaurant scene that Charleston has to offer. He also enjoys playing the piano every day, something he has done now for 27 years.