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Sean Mullervy, Mba, Cfp® Email & Phone Number
Founder & Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | International Best-Selling Author
at
FINRA
1 work email found
@raymondjames.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder & Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | International Best-Selling Author
Location
Fort Lauderdale, Florida, United States
Company size
Who is Sean Mullervy, Mba, Cfp®? Overview
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Quick answer
Sean Mullervy, Mba, Cfp® is listed as Founder & Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | International Best-Selling Author at FINRA, a with 83 employees, based in Fort Lauderdale, Florida, United States. AeroLeads shows a work email signal at raymondjames.com and a matched LinkedIn profile for Sean Mullervy, Mba, Cfp®.
Sean Mullervy, Mba, Cfp® previously worked as Founder and Financial Advisor at Paragon Wealth Group and Financial Advisor and Branch Manager at Raymond James. Sean Mullervy, Mba, Cfp® holds Mba, Finance from Providence College.
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Email format at FINRA
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*@raymondjames.com
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AeroLeads found 1 current-domain work email signal for Sean Mullervy, Mba, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Sean Mullervy, Mba, Cfp®
THE S.E.A.N. METHOD®I help people protect and grow their assets and income with my method:S = StrategizeE = EducateA = AllocateN = NavigateExperience the caliber of financial planning, investment management, and insurance protection that you deserve.PLAN. INVEST. INSURE.®Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Financial Advisor and Investment Advisor Representatives are not permitted to accept “Recommendations” or “Endorsements” from clients on LinkedIn as these are considered to be in violation of the Investment Advisors Act of 1940. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Listed skills include Planning and Financial Planning.
Current workplace
Sean Mullervy, Mba, Cfp®'s current company
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7 roles · 27 years
Sean Mullervy, Mba, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder And Financial Advisor
Current
Paragon Wealth Group
As an Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™ or CFP®, I help people in Fort Lauderdale, Broward County, South Florida, and multiple states protect and grow their assets and income. For more information about me and my practice, visit ParagonWealthGroup.com.
Jun 2024 - Present
Financial Advisor And Branch Manager
As an Independent Financial Advisor and CERTIFIED FINANCIAL PLANNER™ or CFP®, I helped people in Fort Lauderdale, Broward County, South Florida, and multiple states protect and grow their assets and income. For more information about me and my practice, visit SeanMullervy.com.
Jul 2011 - Jun 2024
Financial Advisor And Vice President
As a Financial Advisor and Vice President with Fidelity Investments Private Client Group in the Fort Lauderdale Investor Center, I provided Fidelity Investments financial planning and wealth advisor services to hundreds of high and ultra-high net worth clients in Fort Lauderdale, Broward County, and South Florida for a book of business that totaled over $1 Billion.
2008 - 2011
~3 yrs
Financial Advisor
As a Financial Advisor with Fidelity Investments in the Fort Lauderdale Investor Center, I provided Fidelity Investments financial planning and wealth advisor services to thousands of high net worth clients in Fort Lauderdale, Broward County, and South Florida.
2003 - 2008
~5 yrs
Financial Advisor And Manager
As a Financial Advisor and Manager with American Express Financial Advisors, I provided financial planning and wealth advisor services to clients in Fort Lauderdale, Broward County, and South Florida, and managed a team of Financial Advisors.
2001 - 2002
~1 yr
Financial Advisor
As a Financial Advisor with American Express Financial Advisors, I provided financial planning and wealth advisor services to clients in Rhode Island, Massachusetts, and Connecticut.
2000 - 2001
~1 yr
2 education records
Sean Mullervy, Mba, Cfp® education
Mba, Finance
Providence College
Bs, Management And Minor, Economics
Rhode Island College
FAQ
Frequently asked questions about Sean Mullervy, Mba, Cfp®
Quick answers generated from the profile data available on this page.
What company does Sean Mullervy, Mba, Cfp® work for?
Sean Mullervy, Mba, Cfp® works for FINRA.
What is Sean Mullervy, Mba, Cfp®'s role at FINRA?
Sean Mullervy, Mba, Cfp® is listed as Founder & Financial Advisor | CERTIFIED FINANCIAL PLANNER™ | International Best-Selling Author at FINRA.
What is Sean Mullervy, Mba, Cfp®'s email address?
AeroLeads has found 1 work email signal at @raymondjames.com for Sean Mullervy, Mba, Cfp® at FINRA.
Where is Sean Mullervy, Mba, Cfp® based?
Sean Mullervy, Mba, Cfp® is based in Fort Lauderdale, Florida, United States while working with FINRA.
What companies has Sean Mullervy, Mba, Cfp® worked for?
Sean Mullervy, Mba, Cfp® has worked for Finra, Paragon Wealth Group, Raymond James, Fidelity Investments, and American Express Financial Advisors.
How can I contact Sean Mullervy, Mba, Cfp®?
You can use AeroLeads to view verified contact signals for Sean Mullervy, Mba, Cfp® at FINRA, including work email, phone, and LinkedIn data when available.
What schools did Sean Mullervy, Mba, Cfp® attend?
Sean Mullervy, Mba, Cfp® holds Mba, Finance from Providence College.
What skills is Sean Mullervy, Mba, Cfp® known for?
Sean Mullervy, Mba, Cfp® is listed with skills including Planning and Financial Planning.
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