Associate Wealth Advisor
Since college, Sean McGinn always hoped for a career that would present the opportunity to help people and to have a direct, positive impact on them. As an associate wealth advisor, he’s able to do just that. He helps clients develop and execute planning strategies that help them achieve their financial goals. By understanding their values and being a true partner, Sean is able to provide a holistic view of their path to success.
Sean learned long ago that there is a distinct need for a true partnership between clients and those they depend on for financial assistance. By taking an active role in any client’s financial well-being and acting in their best interest, he offers them a lasting and outstanding fiduciary partnership. Sean’s favorite part of every day is getting the opportunity to interact directly with clients, answering their questions, solving their problems, and deepening his understanding of their financial goals and dreams.
His experience in the industry includes planning and advisory roles at Generations to Come Financial Planning, Rockwood Wealth Management and Eagle Wealth Strategies. He joined our Buckingham Wyomissing office in late 2020.
Sean passed the Series 65, 66 and 7 exams, and he attended Villanova University where he earned his degree in finance. An Allamuchy, New Jersey native, he currently resides in Philadelphia. Outside of Buckingham, he is active in local volleyball leagues and enjoys spending time with his rescue cat, Ava.