Sean
Connolly
CFP®, CIMA®
Here to act in your best interests
About me
As a financial planner, I take great pride in helping my clients find simple yet meaningful solutions to the complexities of their unique situation. Outside of work, I enjoy spending time with family and staying active outdoors.
Certifications
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®
Education
Bachelor of Science, Finance - Salisbury University
Visit one of our Locations
Washington DC II - Alexandria (North)
1800 Diagonal Road
Suite 480
Alexandria, VA 22314
Washington DC I - Tysons Corner
1750 Tysons Boulevard
Suite 1140
Tysons Corner, VA 22102
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.