AeroLeads people directory · profile
Sean E. Houston, Cfp®, Cima® Email & Phone Number
Sr. Vice President, Private Wealth Advisor
at
Rockefeller Capital Management
1 work email found
@rockco.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Sr. Vice President, Private Wealth Advisor
Location
Atlanta Metropolitan Area, United States, United States
Who is Sean E. Houston, Cfp®, Cima®? Overview
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Quick answer
Sean E. Houston, Cfp®, Cima® is listed as Sr. Vice President, Private Wealth Advisor at Rockefeller Capital Management, based in Atlanta Metropolitan Area, United States, United States. AeroLeads shows a work email signal at rockco.com and a matched LinkedIn profile for Sean E. Houston, Cfp®, Cima®.
Sean E. Houston, Cfp®, Cima® previously worked as Vice President at Morgan Stanley and Financial Advisor at Ubs Financial Services Inc.. Sean E. Houston, Cfp®, Cima® holds Bachelor Of Science (B.S.), Business Administration And Management, General from College Of Charleston.
Company email context
Email format at Rockefeller Capital Management
This section adds company-level context without repeating Sean E. Houston, Cfp®, Cima®'s masked contact details.
*@rockco.com
68% confidence
AeroLeads found 1 current-domain work email signal for Sean E. Houston, Cfp®, Cima®. Compare company email patterns before reaching out.
Profile bio
About Sean E. Houston, Cfp®, Cima®
Sean E. Houston, Cfp®, Cima® is a Sr. Vice President, Private Wealth Advisor at Rockefeller Capital Management. He possess expertise in portfolio management, strategic financial planning, strategic financial, investments, services and 3 more skills.
Listed skills include Portfolio Management, Strategic Financial Planning, Strategic Financial, Investments, and 4 others.
Current workplace
Sean E. Houston, Cfp®, Cima®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Sean E. Houston, Cfp®, Cima® work experience
A career timeline built from the work history available for this profile.
Sr. Vice President, Private Wealth Advisor
Current
Jan 2022 - Present
Vice President
Morgan Stanley
© 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not.
Apr 2014 - Jan 2022
Financial Advisor
Feb 2011 - Mar 2014
Branch Management
Jan 2010 - Feb 2011
Branch Management
Jun 2006 - Dec 2009
Intern
Jan 2006 - Jun 2006
Caddie
The Ocean Course- Kiawah Island Golf Resort
Feb 2004 - Jun 2008
2 education records
Sean E. Houston, Cfp®, Cima® education
Bachelor Of Science (B.S.), Business Administration And Management, General
College Of Charleston
Education record
The John Carroll School
FAQ
Frequently asked questions about Sean E. Houston, Cfp®, Cima®
Quick answers generated from the profile data available on this page.
What company does Sean E. Houston, Cfp®, Cima® work for?
Sean E. Houston, Cfp®, Cima® works for Rockefeller Capital Management.
What is Sean E. Houston, Cfp®, Cima®'s role at Rockefeller Capital Management?
Sean E. Houston, Cfp®, Cima® is listed as Sr. Vice President, Private Wealth Advisor at Rockefeller Capital Management.
What is Sean E. Houston, Cfp®, Cima®'s email address?
AeroLeads has found 1 work email signal at @rockco.com for Sean E. Houston, Cfp®, Cima® at Rockefeller Capital Management.
Where is Sean E. Houston, Cfp®, Cima® based?
Sean E. Houston, Cfp®, Cima® is based in Atlanta Metropolitan Area, United States, United States while working with Rockefeller Capital Management.
What companies has Sean E. Houston, Cfp®, Cima® worked for?
Sean E. Houston, Cfp®, Cima® has worked for Rockefeller Capital Management, Morgan Stanley, Ubs Financial Services Inc., Ubs Financial Services, Inc., and The Ocean Course- Kiawah Island Golf Resort.
How can I contact Sean E. Houston, Cfp®, Cima®?
You can use AeroLeads to view verified contact signals for Sean E. Houston, Cfp®, Cima® at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Sean E. Houston, Cfp®, Cima® attend?
Sean E. Houston, Cfp®, Cima® holds Bachelor Of Science (B.S.), Business Administration And Management, General from College Of Charleston.
What skills is Sean E. Houston, Cfp®, Cima® known for?
Sean E. Houston, Cfp®, Cima® is listed with skills including Portfolio Management, Strategic Financial Planning, Strategic Financial, Investments, Services, Asset Allocation, Financial Services, and Wealth Management.
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