Sean Burke joined Stuart Estate Planning Wealth Advisors as Vice President and Director of Institutional Money Management from Fidelity Investments, where he was an Investment Consultant and Financial Adviser. Sean holds his master’s degree in financial valuation and investment management. At Fidelity, Sean worked with clients and families to establish plans and strategies that help achieve clients' financial goals, facilitating conversations about tax-efficient investing, investment strategy with proper risk management, estate planning, principal and income protection and more. Sean is a scratch golfer who played competitively in college at Lynn University in Boca Raton, Fla.
Phone: 800.807.5558 | Email: sean@stuartplanning.com | Website: www.stuartplanning.com
