Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Aerial

Sean Hagerty

Senior Vice President–Wealth Management

Clients are sometimes surprised during our first meeting that I will spend more time on the personal issues, rather than focusing on their assets, portfolio, and net worth. It’s not that the numbers are not important; they are, especially for a prior CPA with both a public and corporate finance background. The "numbers" are extremely important, it’s just that understanding a client as to who they are, how they think, and what really matters to them is what ultimately drives financial recommendations and decisions.

Though my focus begins on my clients “non-financial being”, that is not to say I take the numbers lightly. A solid commitment to, and understanding of the numbers, is the root of every recommendation. It comes from prior experience - nearly 22 years of it. Prior to UBS, I spent 12 years in both public and corporate finance, and now, nearly 10 as a financial advisor, all with UBS. I can honestly say. “I enjoy crunching numbers.”

Clearly, the majority of my advice focuses on current and future wealth management needs, but it goes much deeper than that. Because my focus is not just on the numbers, but also on the personal side, I assist my clients in exploring the ramifications of major decisions such as business changes, vacation / investment property choices, and significant family financial decisions impacting current and future generations.

 

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WI
  • WY

  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • 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

Credentials

  • Portfolio Manager
500 East Pratt Street
11th Floor
Baltimore, MD 21202
  • (410) 576-3252

Email Me

Focus on liquidity management

CIO House View monthly livestream

Tree

UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights