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Cfp Sean Suarez
Cfp Sean Suarez
Senior Vice President, Wealth Management | Raymond James
Jacksonville, Florida, United States
Cfp Sean Suarez
Summary
Sean Suarez is a seasoned financial professional with over two decades of experience in wealth management and financial planning. As a CERTIFIED FINANCIAL PLANNER™ and Senior Vice President at Raymond James, he specializes in creating tailored investment strategies and risk management solutions for his clients. Sean's extensive education includes a Bachelor's degree from the University of Florida and completion of the prestigious Securities Industry Institute at Wharton. His career has been dedicated to building long-term client relationships and providing expert guidance in retirement income planning. Sean's commitment to continuous learning is evidenced by his various financial licenses and designations. He has a strong background in both client-facing roles and complex administrative management within the financial sector. Outside of work, Sean is likely to engage in activities that reflect his passion for financial literacy and education.
Cfp Sean Suarez
Work Experience
Senior Vice President, Wealth Management at
Raymond James
April 2023 - Present
Financial Advisor at
Raymond James
April 2003 - Present
Complex Administrative Manager at
Raymond James
May 2009 - April 2015
Territory Sales Representative at
Kraft Foods
August 2001 - April 2003
Cfp Sean Suarez
Education
Wharton School, Sifma Executive Education
January 2014 - January 2016
University of Florida, Bachelors
January 1996 - January 2001
Frequently Asked Questions about Cfp Sean Suarez
What is Cfp Sean Suarez email address?
Cfp Sean Suarez's primary email address is ***********@raymondjames.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Sean Suarez work for?
Cfp Sean Suarez is a Senior Vice President, Wealth Management at Raymond James, a company specializing in Other Financial Investment Activities.
Where Cfp Sean Suarez graduated from?
Cfp Sean Suarez holds a degree in Securities Industry Institute from Wharton School.
How can I directly contact Cfp Sean Suarez?
To contact Cfp Sean Suarez directly, you can use the email address ***********@raymondjames.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Sean Suarez?
Sean Suarez is a seasoned financial professional with over two decades of experience in wealth management and financial planning. As a CERTIFIED FINANCIAL PLANNER™ and Senior Vice President at Raymond James, he specializes in creating tailored investment strategies and risk management solutions for his clients. Sean's extensive education includes a Bachelor's degree from the University of Florida and completion of the prestigious Securities Industry Institute at Wharton. His career has been dedicated to building long-term client relationships and providing expert guidance in retirement income planning. Sean's commitment to continuous learning is evidenced by his various financial licenses and designations. He has a strong background in both client-facing roles and complex administrative management within the financial sector. Outside of work, Sean is likely to engage in activities that reflect his passion for financial literacy and education.
Cfp`s contact details
***********@raymondjames.com
Colleagues
Senior Vice President, Trust Portfolio Advisor
Vice President, Specialized Products Supervision
Senior Vice President Wealth Management
Senior Vice President, Investments
Associate Vice President, Investments
Vice President, Investments / Branch Manager
WMS, First Vice President, Investments
Director - Fixed Income Sales
First Vice President - Investments
Senior Vice President - Wealth Management Advisor