Sean McGuire

Partner

Sean began his career in the investment industry during 2008 and became partner of McGuire Wealth Management in 2016. His efforts are focused on new and existing client relationships. Sean’s responsibilities include investment analysis, client portfolio management, and increased client services and attention. Sean holds two advanced planning degrees from the College of Financial Planning including Accredited Wealth Management Advisor AWMA^® and Chartered Retirement Planning Counselor CRPC^®. Sean has been awarded the Five Star Wealth Manager award by Rhode Island Monthly Magazine for the past 3 years.

Sean holds a Bachelor’s of Science degree in Finance from the University of Rhode Island. Sean spent a semester at Bond University in Gold Coast, Australia studying international business.

Another lifelong Rhode Islander, he and his wife currently reside in Middletown with their 3 children.

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CRPC^®, Chartered Retirement Planning Counselor^SM https://www.cffpdesignations.com/Designation/CRPC

AWMA^®, Accredited Wealth Management Advisor https://www.cffp.edu/documents/AWMA_PublicityBrochure.pdf