Sean focuses on designing customized goal plans for select clients that help direct the content and makeup of the investment recommendations and risk management solutions that he and his team provide. Sean is a CERTIFIED FINANCIAL PLANNER practitioner. Sean's title is Associate Vice President, Wealth Management with Raymond James, which is where he has spent his entire financial advisor career, joining in 2003. Sean also serves as Branch Director at Meinrod & Leeper Wealth Management Group of Raymond James, overseeing the overall growth, direction and operations of the team. As we continue to expand our scope of services, Sean is always looking to add new, exceptional talent to the team. Sean is a graduate of the University of Florida, where he earned his Bachelor's degree in Business Administration. He earned his Wealth Management Specialist designation in 2007 from Kaplan University. Sean has also completed the prestigious 3-year Securities Industry Institute (SII) at the Wharton School, University of Pennsylvania. Licenses: Series 9/10, Series 7, Series 66 (Series 65 & 63), Insurance License: Life, Health, Variable Annuity