Sean Paddock, Cfp® Email & Phone Number

Cincinnati, Ohio, United States

As a Financial Advisor with Wealth Dimensions, a Cincinnati-based Registered Investment Advisor, I help affluent individuals and families gain the clarity and confidence they need to achieve their most important financial goals.Whether I'm working with medical or dental professionals, corporate executives, business owners, or rising professionals, my clients place a high value on our firm's ability to readily grasp the complexities of their lives and empower them to make informed financial decisions.Our ability to meet the needs of affluent individuals and families is rooted in our firm's high fiduciary standard of care.At Wealth Dimensions, we take the time to understand every client's unique goals, values, and priorities. Through this intuitive discovery, we create a working personalized financial playbook that includes customized wealth strategies. These customized strategies are directly tied to the quality of life one is seeking to achieve while adhering to each individual client's risk tolerance and unique needs. The playbook also provides clients guidance on estate planning, taxes, charitable giving, insurance, income generation, retirement, and education planning. After more than 15 years of experience in the financial services industry, joining with Wealth Dimensions was an easy decision for me. The high standard of care the firm delivers to its clients aligns with my personal values of family, community, transparency, and integrity. This alignment has made it a great pleasure to introduce friends, family, and potential new clients to the firm.Please note- the information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for business.

Cincinnati, Oh

As a Wealth Management Advisor, my role is to work with affluent individuals and families to help them accumulate, protect, and pass along their wealth. I work closely with my clients, their external advisors (i.e. Attorney, Accountant, etc.), and an experienced team of Fifth Third specialists to deliver solutions specific to the client's needs. My team and I focus on the following areas: Wealth & Estate Planning, Private Banking, Trust Administration, Portfolio Management, Insurance, and Mortgage Lending.*Securities and investments offered through Fifth Third Securities, Inc.; member FINRA (www.finra.org)/SIPC(www.sipc.org), a wholly owned subsidiary of Fifth Third Bank, National Association, is a registered broker-dealer and a registered investment advisor registered with the U.S. Securities and Exchange Commission – SEC (www.sec.gov). Registration does not imply a certain level of skill or training. Insurance products are made available through Fifth Third Insurance Agency, Inc.Content listed on this profile is for general purposes only and is not a recommendation or an offer to buy or sell any security. Third party posts found on this profile do not reflect the views of Fifth Third Securities, Inc. and have not been reviewed by Fifth Third Securities, Inc. as to the accuracy or completeness. Posts on this website made by the above referenced individual and any responses/comments to these posts will be monitored and retained in accordance with FINRA and/or SEC Rules.

Cincinnati, Oh

As a Wealth Management Advisor, my role is to work with affluent individuals and families to help them accumulate, protect, and pass along their wealth. I work closely with my clients, their personal advisors (i.e. Attorney, Accountant, etc.), and an experienced team of Fifth Third specialists to deliver solutions specific to the client's needs. My team and I focus on the following areas: Wealth & Estate Planning, Private Banking, Trust Administration, Portfolio Management, Insurance, and Mortgage Lending.*Securities and investments offered through Fifth Third Securities, Inc.; member FINRA (www.finra.org)/SIPC(www.sipc.org), a wholly owned subsidiary of Fifth Third Bank, is a registered broker-dealer and a registered investment advisor registered with the U.S. Securities and Exchange Commission – SEC (www.sec.gov). Registration does not imply a certain level of skill or training. Insurance products are made available through Fifth Third Insurance Agency, Inc.Content listed on this profile is for general purposes only and is not a recommendation or an offer to buy or sell any security. Third party posts found on this profile do not reflect the views of Fifth Third Securities, Inc. and have not been reviewed by Fifth Third Securities, Inc. as to the accuracy or completeness. Posts on this website made by the above referenced individual and any responses/comments to these posts will be monitored and retained in accordance with FINRA and/or SEC Rules.

Cincinnati, Oh

My role is to work with affluent individuals and families to help them accumulate, protect, and pass along their wealth. I work closely with my clients, their personal advisors (i.e. Attorney, Accountant, etc.), and an experienced team of Fifth Third specialists to deliver solutions specific to the client's needs. My team and I focus on the following areas: Wealth & Estate Planning, Private Banking, Trust Administration, Portfolio Management, Insurance, and Mortgage Lending.*Securities and investments offered through Fifth Third Securities, Inc.; member FINRA (www.finra.org)/SIPC(www.sipc.org), a wholly owned subsidiary of Fifth Third Bank, is a registered broker-dealer and a registered investment advisor registered with the U.S. Securities and Exchange Commission – SEC (www.sec.gov). Registration does not imply a certain level of skill or training. Insurance products are made available through Fifth Third Insurance Agency, Inc.Content listed on this profile is for general purposes only and is not a recommendation or an offer to buy or sell any security. Third party posts found on this profile do not reflect the views of Fifth Third Securities, Inc. and have not been reviewed by Fifth Third Securities, Inc. as to the accuracy or completeness. Posts on this website made by the above referenced individual and any responses/comments to these posts will be monitored and retained in accordance with FINRA and/or SEC Rules.

Cincinnati, Oh.

Within the Private Bank: Provides sales support to registered securities representatives (e.g.Wealth Management Advisors and Private Bank Investment Executives) whose clientel encompasses high net worth individuals. Independently meet with clients to review account status, answer questions, collect information, etc.Executes orders for clients.

Cincinnati, Oh.

Provide financial advisory services to high net worth and affluent clients (investments, insurance, and wealth/estate planning needs) within the retail banking space. Led weekly referral training with branch staff including strategies to ascertain client needs and overcome objections.

Cincinnati, Oh.

Sole position within the Bancorp responsible for providing all products and services to Fifth Third Bank employees. Eg. Banking products including checking, savings, credit, auto and home loan, insurance, as well as brokerage and retirement planning. Led a weekly presentation at new employee orientation (30 - 50 people) detailing and providing the products/services that are available to employees.

Cincinnati, Oh

Prospect current and potential customers to discuss their financial status, future goals, and provide recommendations for financial products and services. Provide financial advisory services to high net worth and affluent clients (eg. investments, insurance, and wealth/estate planning needs). Led weekly referral training with branch staff including strategies to ascertain client needs and overcome objections.

Cincinnati, Oh.

Provided sales and administrative support to 4 financial advisors. Independently meet with clients to review account status, answer questions, collect information, etc.Led weekly training and calling efforts with branch staff to prospect for new leads.

Cincinnati, Oh.

Received in-bound calls in which I would place stock and mutual fund trades; provide quotes for stocks, mutual funds, and options. Also provided account maintenance, company information, and merger details.