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Sean Connolly

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.



Certified Investment Management Analyst®


Bachelor of Science, Salisbury University

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Visit one of our Locations

Washington DC - Rockville (Appt Only)

1 Research Court
Suite 450
Rockville, MD 20850

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Washington DC II - Alexandria (North)

1800 Diagonal Road
Suite 480
Alexandria, VA 22314

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Washington DC VII - Tysons Corner

1750 Tysons Boulevard
Suite 1140
Tysons Corner, VA 22102

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning