Sean P. Finley

About Sean P. Finley

Getting to know your story and understanding your financial needs is how a good financial advisor, like me, can work to guide you through life’s complexities and help you plan accordingly. Through investment education, I can partner with you to develop a financial plan that will help you work toward your financial goals. I am a Wealth Management Advisor with U.S. Bancorp Advisors and can help provide you with guidance in the following areas: investments, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, durable powers of attorney, gifting to children/descendants, charitable gifting, titling of assets, executor/successor trustee matters, and distribution of wealth and charitable inclinations at death.Please direct all business communications to me at Bancorp Advisors, LLC is an SEC-registered broker-dealer, investment advisor, member FINRA/SIPC, and subsidiary of U.S. Bancorp and an affiliate of U.S. Bank, N.A. Insurance services are offered by USBA Insurance Services, a dba of U.S. Bancorp Advisors, CA Insurance License #60•••94. Products may not be available in all states. Policies are underwritten by unaffiliated insurance companies and may not be available in all states.Investment and insurance products and services, including annuities are: Not a deposit Not FDIC insured May lose value Not bank guaranteed Not insured by any federal government agency Annuities are products of, and offered exclusively by, the insurance carrier.

Experience

1. Wealth Management Advisor

   U.S. Bancorp Advisors

   Feb 2026 — Present

Education

• University of Cincinnati

  Bachelor of Education, Exercise Science

  2005 — 2009