Sean has a hybrid role with in the Bay View team, he is a Financial Advisor with a focus on Financial Planning, and he is passionate about helping his clients navigate their life and retirement. He is also the first point of contact for the larger group for any support related questions, and he proactively works with the home office to make sure business is processed as quickly and accurately as possible.
As a true sign of a family business, Sean has been working in the office off and on since middle school. Full time since 2017, he runs much of the day to day operations of the office.He runs the office Intern program, as well as the virtual assistant program BV Virtual Solutions.
Sean holds Series 7, Series 66, and Series 24 licenses as well as an insurance license. He is committed to providing the highest level of service he can to all of our personal client and to the offices in our group.