Sean Meagher, CFP®
Designations and Licenses
Sean is a CERTIFIED FINANCIAL PLANNER® Professional.
Experience and Education
Sean works as part of an advisory team to develop comprehensive wealth solutions for clients and help them achieve their long-term goals. Prior to joining the firm, Sean was a financial advisor at Merrill Lynch. In that role, he worked with clients to develop and implement holistic financial plans. He also provided 401(k) advice to corporations.
Sean has a bachelor’s degree in accounting and finance from Robert Morris University.
Personal Interests
Sean enjoy playing, coaching and watching lacrosse and likes to golf. He is a big St. Louis Blues and Cardinals fan and his happy place is the Lake of the Ozarks with his family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.