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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
