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It's never been more important to access resources and opportunities where you are, but also globally as well. As our client, you are supported by the powerful platforms and solutions of one of the world's leading wealth managers. You can be confident that we provide you with perspective that reaches across continents.

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Sean Edrington

Senior Vice President–Wealth Management

Sean joined UBS Financial Services Inc. in 2012. He prides himself on developing comprehensive wealth management solutions for his clients. Liability Management is just as important as Asset Management so he spends a great amount of time developing strategies for both sides of his clients’ balance sheet. Sean believes in bringing all the resources of the institution to his clients and works diligently to create a financial plan that will accomplish their individual needs and goals.

Sean has worked in the financial services industry since 2001 at three major Wall Street firms. Most recently, he was a Director, Financial Advisor at Deutsche Bank Alex Brown. Prior to entering the financial services industry, Sean was also a founding member of a start-up company in the food processing industry.

Sean earned his B.S. in Public Finance from Indiana University.

Sean is involved with many charitable organizations and enjoys physical fitness, golf and traveling. He resides in San Francisco, CA with his wife, Sara; daughter, Kariana; and son, Ryder.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • HI
  • ID
  • IL
  • KY
  • MA
  • MD
  • MN
  • MO
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI

  • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S. in Public Finance, Indiana University

Credentials

  • Portfolio Manager
  • Wealth Advisor
555 California Street
32nd/ 34th /46th Floor
San Francisco, CA 94104
  • (415) 954-6815

Email Me

Goals-based planning

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

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A-  Standard & Poor’s
A  Fitch
A3
  Moody’s


UBS AG, long-term senior secured debt rating. As of 03/31/2024

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