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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Financial Advisor
Sean has been an advisor with UBS Financial Services in Portland, ME for the past 18 years. His mission is to inform and educate clients about the complex financial environment by engaging individuals, families and business owners in an ongoing dialogue about their goals and values. Working with each client to tailor a plan to fit their wants and needs is the foundation for Sean's business. By creating unique relationships built on trust and experience, each client is able to feel confident in their financial future. The first step is to map out a plan to provide clarity and a strategy to better achieve lifetime goals. As time passes and circumstances change, Sean works with each individual to monitor and make suggestions to get in the best possible position to execute and attain each goal.
Sean holds an AS degree in marketing from Champlain College and a BS in Business Administration from Saint Michael's College. He is series 7, 63, 65 and Insurance licensed. He was chosen for the National Sports Festival Olympic baseball team and completed an Ironman Triathlon. He enjoys cycling and hockey. He lives in South Portland, Maine with his wife and 6 children.
Education
Vice President–Wealth Management
Financial Advisor
Sean has been an advisor with UBS Financial Services in Portland, ME for the past 18 years. His mission is to inform and educate clients about the complex financial environment by engaging individuals, families and business owners in an ongoing dialogue about their goals and values. Working with each client to tailor a plan to fit their wants and needs is the foundation for Sean's business. By creating unique relationships built on trust and experience, each client is able to feel confident in their financial future. The first step is to map out a plan to provide clarity and a strategy to better achieve lifetime goals. As time passes and circumstances change, Sean works with each individual to monitor and make suggestions to get in the best possible position to execute and attain each goal.
Sean holds an AS degree in marketing from Champlain College and a BS in Business Administration from Saint Michael's College. He is series 7, 63, 65 and Insurance licensed. He was chosen for the National Sports Festival Olympic baseball team and completed an Ironman Triathlon. He enjoys cycling and hockey. He lives in South Portland, Maine with his wife and 6 children.
Education
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
