Sean McMullen is a Wealth Advisor who joined the firm in March 2026, bringing over a decade of experience serving high- and ultra-high-net-worth clients. He specializes in comprehensive financial planning and investment management, helping clients align their wealth with their long-term goals. Sean works closely with clients and their trusted professionals—including estate attorneys and CPAs—to deliver coordinated, thoughtful strategies.
Prior to joining the firm, Sean served as a Private Wealth Advisor, where he managed sophisticated client portfolios, led business development efforts, and provided high-touch advisory services across New Hampshire and parts of Maine and Vermont. Before that, he spent ten years in multiple leadership roles, including Senior Investment Advisor and Chief Compliance Officer, where he contributed to portfolio construction, risk management, and firm operations.
Sean holds a BSBA in Finance and Management Information Systems from Northeastern University and maintains his Series 65 license. He is known for his attention to detail and commitment to building genuine client relationships, always focused on delivering thorough, personalized advice that supports long-term financial independence.
I’ve always been passionate about personal finance and helping people make the most of what they’ve worked hard to build. As a Wealth Advisor, I enjoy guiding clients toward financial independence so they can focus on what matters most to them—whether that’s family, hobbies, or new opportunities.
Outside of work, I stay active playing soccer and volleyball with friends and my brother, and I enjoy skiing, mountain biking, and working on my golf game. I also love spending time on the water with my family. My wife, Heather, and I live in Auburn, New Hampshire, with our son, Ethan.
Building strong relationships is important to me both professionally and personally, and I bring that same mindset to how I work with clients every day.