Broker Check

St. Petersburg Office

6414 1st Avenue North,

St. Petersburg, FL 33710
Sean Rees

Sean Rees

Financial Planner

Sean Rees is a vital asset within the Bay View team, serving as a Financial Advisor specializing in Financial Planning. With a keen understanding that financial journeys are unique to each individual, Sean excels in crafting comprehensive, long-term strategies tailored to his clients' specific needs and aspirations. Whether they are tackling debt, building wealth, planning for retirement, or enjoying their golden years, Sean is dedicated to guiding his clients towards lasting financial success.

A recurring feedback Sean consistently receives from his clients is their deep appreciation for the time he invests in thoroughly explaining the rationale behind his recommendations. Recognizing that understanding the 'Why' is pivotal, Sean ensures his clients grasp the underlying concepts, empowering them to navigate their financial journey with confidence and clarity. By alleviating uncertainty and fostering comprehension, Sean facilitates his clients to live life free from the stress and doubt that often accompany financial decisions.

In addition to his role as a Financial Advisor, Sean is a registered Securities Principal, entrusted with the responsibility of supervising other Representatives and Advisors within the group. With a steadfast commitment to compliance and ethical standards, Sean ensures that the best interests of clients remain at the forefront of all operations.

Armed with licenses including Series 7, Series 66, Series 24, and an insurance license, Sean is equipped with the expertise and qualifications to deliver exceptional service to his personal clients and offices across the group.