Sean Neel, Cfp® Email and Phone Number
Sean Neel, Cfp® work email
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Sean Neel, Cfp® personal email
Sean is an Associate Vice President & Senior Wealth Manager at Buttonwood Capital Management with over a decade of investment experience. He is an integral part of the firm as a contributing member of the Wealth Management and Financial Planning teams, dedicating his efforts to managing our clients’ overall financial picture.Prior to joining Buttonwood, Sean was an Assistant Vice President with JPMorgan Private Bank, advising successful families, private and public companies, and charitable foundations on asset allocation strategies and providing recommendations based on client’s financial goals and risk profiles. He began his career as a Financial Advisor at Edward Jones & Company.Sean holds a double major in Economics & Business Administration from Principia College with a specialization in MIS, where he graduated with Phi Alpha Eta honors. Sean proudly holds a CFP® (Certified Financial Planner®) designation – the highest standard of excellence for financial planning. This highlights his expertise in estate, tax, and retirement planning while advising as a fiduciary for our clients.As an Arizona native, Sean resides with his wife, Brooke, and plans to build a family in the coming years.
Buttonwood Capital Management
View- Website:
- buttonwoodcm.com
- Employees:
- 7
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Associate Vice President And Senior Wealth ManagerButtonwood Capital ManagementScottsdale, Az, Us -
Associate Vice President & Senior Wealth ManagerButtonwood Capital Management Aug 2024 - PresentScottsdale, Arizona, Us -
Wealth ManagerButtonwood Capital Management Mar 2019 - Aug 2024Scottsdale, Arizona, UsButtonwood Capital Management is an independent financial planning, wealth management, and strategic advisory firm. We hold ourselves to a fiduciary standard, providing counsel to our clients and their families with the purpose of preserving and growing their wealth, while maintaining a legacy for future generations.For over 20 years, our goal remains unchanged ... To produce the highest standard of advice and guidance regarding all facets of our client’s lives. This principle driven approach is at the heart of what we do every day. It allows us to make better decisions, which translate into greater success for our clients.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section. Investment advice offered through Buttonwood Capital Management, a registered investment advisor and separate entity from LPL financial. The LPL Financial registered representatives associated with this page 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. -
Private BankJ.P. Morgan Apr 2017 - Mar 2019New York, Ny, UsFor over 200 years, wealthy individuals and their families have trusted J.P. Morgan to ensuring their legacies are carried out as they intended. Throughout their long and distinguished history, they have been steadfastly committed to putting clients' interests first. J.P. Morgan Chase is currently the largest U.S. bank and one of the largest banks in the world. J.P. Morgan Asset Management is a leading asset manager for individuals, advisors and institutions. Their investment professionals are located around the world, providing strategies that span the full spectrum of asset management. -
Financial AdvisorEdward Jones May 2014 - Apr 2017St. Louis, Mo, UsEdward Jones is a financial services firm headquartered in Des Peres, Missouri, United States and serves investment clients in the U.S. and Canada, through its network of more than 14,000 locations, more offices than any other investment firm in America. They attribute a great deal of their success to their principles and personal, long-term approach to investing.
Sean Neel, Cfp® Skills
Sean Neel, Cfp® Education Details
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Principia CollegeB.A. Economics & Business Administration -
College For Financial PlanningCfp
Frequently Asked Questions about Sean Neel, Cfp®
What company does Sean Neel, Cfp® work for?
Sean Neel, Cfp® works for Buttonwood Capital Management
What is Sean Neel, Cfp®'s role at the current company?
Sean Neel, Cfp®'s current role is Associate Vice President and Senior Wealth Manager.
What is Sean Neel, Cfp®'s email address?
Sean Neel, Cfp®'s email address is se****@****nes.com
What schools did Sean Neel, Cfp® attend?
Sean Neel, Cfp® attended Principia College, College For Financial Planning.
What are some of Sean Neel, Cfp®'s interests?
Sean Neel, Cfp® has interest in Social Services, Children, Economic Empowerment, Education, Science And Technology, Health.
What skills is Sean Neel, Cfp® known for?
Sean Neel, Cfp® has skills like Investments, College Basketball, Portfolio Management, Equity Research, Financial Services, Analysis, Event Planning, Research, Public Speaking, Microsoft Office, Leadership, Powerpoint.
Who are Sean Neel, Cfp®'s colleagues?
Sean Neel, Cfp®'s colleagues are Ashley Brown, Phillip Wiltfong, Cfa, Alex Reyes.
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