Sean McVey

Managing Director, Wealth Management at Naples Wealth Planning, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Naples, Florida, United States, US
Skills

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Experience

  • Naples Wealth Planning
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Managing Director, Wealth Management
      • Oct 2018 - Present

      Naples, Florida Area Whether it's your retirement planning, tax situation, estate planning or assets at multiple places, it's fundamentally important that your advisor truly understands you, your goals and your situation. Naples Wealth Planning is in a position to do that. Naples Wealth Planning provides services which address a variety of complex investment needs which often arise when you accumulate wealth, such as assisting you with the sale of your business, trusts and intergenerational planning.

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Apr 2010 - Sep 2018

      Naples FL We create custom customized portfolio strategies for our clients. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

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