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.

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.

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.

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.

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.

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.

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.