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Portfolio Administrator

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.

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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