Your lasting legacy

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
  • DE
  • FL
  • HI
  • IL
  • KY
  • MA
  • MN
  • NJ
  • NM
  • NV
  • NY
  • OR
  • PA
  • SD
  • TN
  • TX
  • UT
  • VA
  • WI

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

Are you ready for anything?

A Liquidity strategy can help.

In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

Backed by the strength of UBS

A global leader in wealth management

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51 countries

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Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 11/23/2021

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