AeroLeads people directory · profile

Sean E. Houston, Cfp®, Cima® Email & Phone Number

Sr. Vice President, Private Wealth Advisor at Rockefeller Capital Management
Location: Atlanta Metropolitan Area, United States 9 work roles 2 schools
1 work email found @rockco.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@rockco.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Rockefeller Capital Management
Role
Sr. Vice President, Private Wealth Advisor
Location
Atlanta Metropolitan Area, United States
Company size
1588 employees

Who is Sean E. Houston, Cfp®, Cima®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Sean E. Houston, Cfp®, Cima® is listed as Sr. Vice President, Private Wealth Advisor at Rockefeller Capital Management, a with 1588 employees, based in Atlanta Metropolitan Area, 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
71% confidence

AeroLeads found 1 current-domain work email signal for Sean E. Houston, Cfp®, Cima®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
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.

Rockefeller Capital Management
Rockefeller Capital Management
Sr. Vice President, Private Wealth Advisor
Atlanta, GA, US
Website
rockco.com
Employees
1588
AeroLeads page
Company profile
View company profile Email format
9 roles

Sean E. Houston, Cfp®, Cima® work experience

A career timeline built from the work history available for this profile.

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 provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlFor more information on the designation(s) listed above, go to http://www.morganstanleyfa.com/sean.houston/

Apr 2014 - Jan 2022

Caddie

The Ocean Course- Kiawah Island Golf Resort
Feb 2004 - Jun 2008
Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 1588 employees →

AK Anna Kelly, Cfp® Anna Kelly, Cfp® Colleague at Rockefeller Capital ManagementDallas-Fort Worth Metroplex, United States View → TS Travis Scarbrough, Cfa Travis Scarbrough, Cfa Colleague at Rockefeller Capital ManagementAtlanta Metropolitan Area, United States View → AA Alexander A. Villacampa, Caia Alexander A. Villacampa, Caia Colleague at Rockefeller Capital ManagementPalm Beach Gardens, Florida, United States View → JR Jennifer Ruble Jennifer Ruble Colleague at Rockefeller Capital ManagementCarmel, Indiana, United States View → MS Michael Siden Michael Siden Colleague at Rockefeller Capital ManagementBoca Raton, Florida, United States View → EJ Edward Jeter Edward Jeter Colleague at Rockefeller Capital ManagementAtlanta Metropolitan Area, United States View → ZA Zak Ammirato Zak Ammirato Colleague at Rockefeller Capital ManagementSan Francisco, California, United States View → PU Patrick Unrath, Cima®, Crpc™ Patrick Unrath, Cima®, Crpc™ Colleague at Rockefeller Capital ManagementGreater Philadelphia, United States View → MG Madison Guiffre Madison Guiffre Colleague at Rockefeller Capital ManagementGreater Boston, United States View → RM Robert Moon Robert Moon Colleague at Rockefeller Capital ManagementWashington Dc-Baltimore Area, United States View →
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 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.

Who are Sean E. Houston, Cfp®, Cima®'s colleagues at Rockefeller Capital Management?

Sean E. Houston, Cfp®, Cima®'s colleagues at Rockefeller Capital Management include Anna Kelly, Cfp®, Travis Scarbrough, Cfa, Alexander A. Villacampa, Caia, Jennifer Ruble, and Michael Siden.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.