Sean has worked in the Financial Services Industry for 10 years. He began as a Financial Advisor with Edward Jones. Prior to joining Gilman Ciocia, he and a partner founded an independent financial firm in Lockport, New York. Sean is devoted to maintaining the highest standards of dedication, integrity, and professionalism with his clients, ensuring that each client receives premier service.
Sean has built a very affluent business in Western New York. He is a firm believer in regular client contact. Sean actively builds his client relationships, believing that investors should be informed on market trends their specific portfolios and investment goals on a regular basis. Sean works with individual clients and businesses alike, specializing in investment selection and investing for growth and income. His focus is helping clients achieve their individual investment goals whether preparing for retirement, saving for college, achieving a certain net worth, or generating investment income for a long lasting retirement. Each of his clients receives a custom tailored financial blueprint; there are no "cookie-cutter" solutions. Sean is a very passionate and dedicated advisor and runs his practice on a creed of PRIDE, HONESTY, and COMMITMENT.
Sean graduated from The State University of Geneseo where he majored in Business Administration and Economics. At Geneseo, and since he was four years old, he played Ice Hockey. He brings many valuable lessons with him from his time on the ice, including teamwork, dedication, and work ethic. When Sean is not in the office or traveling to see clients, he can be found at home with his family. Sean lives in Lockport with his wife, Colleen and sons, Liam and Tyler. He is the Vice President of Lockport Community Services, Inc. and is extremely active with other local service committees.
Sean is an Investment Advisor Representative, Financial Consultant, and Financial Advisor. He holds the CRPC® (Chartered Retirement Planning Counselor℠ ) and APMA® (Accredited Portfolio Management Advisor℠) designations and has achieved his series 6, 7, 63, 65, and 66 licenses. He is currently is registered in AR, CA, DE, FL, GA, IL, MA, MD, MI, NC, NY, OH, PA, UT, and VA.