Sean

Connolly

CFP®, CIMA®

picture of a planner

Here to act in your best interests

About me

As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.

Certifications

CERTIFIED FINANCIAL PLANNER™

Certified Investment Management Analyst®

Education

Bachelor of Science, Finance - Salisbury University

Visit one of our Locations

Washington DC II - Alexandria (North)

1800 Diagonal Road

Suite 480

Alexandria, VA 22314

Washington DC I - Tysons Corner

1750 Tysons Boulevard

Suite 1140

Tysons Corner, VA 22102

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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