Director, Wealth Management
Corporate Headquarters- Port Jefferson
Sean is a Director of Premier Wealth Management of the Russell Giammarino Wealth Management Group at Coastline Wealth Management.
In serving the needs to individuals, families, businesses and non-profits, Sean focuses on asset allocation, financial planning and wealth transfer strategies, as well as group retirement plan solutions. Sean has earned the trust and confidence of his clients by understanding their goals and developing customized strategies to meet their objectives.
Prior to joining Coastline Wealth Management in March, 2020 with his team, Sean served as First Vice President - Investments with UBS Financial Services from April, 2011 to March, 2020. Prior to working at UBS, Sean was with Wells Fargo Advisors.
Sean was born and raised in the Port Jefferson area and went on to receive a BA in History from Boston College and a Juris Doctor from Catholic University’s Columbus School of Law. Prior to becoming a Financial Advisor he was an Assistant District Attorney in Brooklyn, NY.
Sean is a Certified Retirement Plan Specialist and maintains his Series 7 – General Securities Representative license, 63, 65 and insurance licenses.
Sean is active in his community. He is/has served as volunteer Committee Member of Alternatives for Children. Sean and his wife, Lauren, have four children: Emma, Molly, Kieran and Siena. When he is not working with clients, he is an avid hockey fan and enjoys spending time with family, hiking, running, skiing, and golf. Sean has completed eight marathons.