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Sean O'Halloran, AWMA®

Vice President, Director of Wealth Management

Sean specializes in delivering investment advisory and wealth management services to our family office clients as well as businesses and foundations. He provides solutions for a variety of wealth management issues, including investment management, cash flow management, risk management, and multi-generational family planning. As Director of Wealth Management, Sean is extensively involved in the development, implementation, and reexamination of our customizable wealth management process and client interaction.

Sean joined the firm in 2005, bringing more than 20 years of wealth management experience, including advisor roles at BNY Mellon and Prudential Securities.

Sean holds a Bachelor of Science degree in Finance from Florida State University. Additionally, he earned the ACCREDITED WEALTH MANAGEMENT ADVISOR™ designation from the College for Financial Planning®.

The father of two children, Sean has coached football, soccer and basketball. He resides in Boca Raton and enjoys boating, fishing, diving, wood working, drag racing and sports – especially FSU football. He is also active in rescuing animals.