Sean Carroll
Financial Advisor at Edward Jones
- Role
- Edward Jones Associate at Edward Jones
- Location
- North Attleboro, MA, US
- LinkedIn followers
- 500 followers
About Sean Carroll
Hello and welcome to our practice! We are so happy you stopped by to visit us.I have been in financial services for over 20 years and am deeply passionate about helping clients achieve financial wellness. I take the time to educate, empower and inspire our clients to feel understood, informed, and in control of their financial journey.Our focus is on designing comprehensive strategies that bring all the pieces of your financial life together. Our clients include families, independent women, executives and those experiencing a life transition, including job change, divorce, retirement, sale of a home/business, loss of a loved one and inheritance.We focus on our clients first, honoring each personal story and their specific goals, discover their vision of the future, design a life plan that evolves with them and partner together on their journey to help clients achieve their goals and dreams.We proactively collaborate with our clients\' CPA and estate planning attorney, allowing us to work toward holistic solutions that help build and protect client assets, focus on tax-advantaged investing, and establish wealth transfer strategies, helping clients leave a legacy to those they cherish most.Our team is dedicated to excellence and providing an extraordinary client experience. Coleen Callahan is our Sr. Branch Office Administrator. She helps clients with all administrative needs. She has been with Edward Jones for 15 years, has over 30 years of industry experience and an MBA from Suffolk University. She lives in Attleboro with her husband, John, and their three sons. She enjoys reading, cross-stitching, and singing in the church choir.My wife, Kim, and I live in North Attleboro with our two teenage daughters and two Goldendoodles. We love to travel, enjoy live music, and stay active in the community.It\'s a joy to see our clients live a life that is thoughtfully planned and to bear witness to their goals being achieved. We are making a positive impact in the lives of our clients, their families, and our wonderful community. This is what inspires me every day to deeply serve each one of our clients. Our clients are the heart of our practice.Are you ready to start your financial journey? Please give us a call at 50••••••87 and let\'s begin. We look forward to meeting instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Edward Jones Associate
Aug 2022 — Present
Education
Bryant University
Bachelor of Science, Business Administration
Skills
- Strategic Financial Planning
- Long Term Care Insurance
- Banking
- Mutual Funds
- Risk Management
- Fixed Annuities
- Long-Term Care
- Life Insurance
- Finance
- Annuities
- Health Insurance
- Series 7
- Series 63
- Series 6
- Insurance
- Asset
- Retirement Planning
- Financial Services
- Management
- Call Centers
- Long Term Care
- Portfolio Management
- Call Center
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