Sean M. Kayes
Financial Advisor, Vice PresidentSean brings years of experience in the financial services industry to empower individuals and families to pursue their financial goals with clarity and confidence. He tailors strategies to each client’s unique situation, offering personalized advice on short- and long-term investing, saving for education, planning for retirement, and more. Through his client-centered approach, Sean works closely with clients to provide trusted guidance through every life stage and transition.
Experience:
- Exencial Wealth Advisors, Senior Wealth Consultant
- Willingdon Wealth Management, Business Development Officer
Education/Certifications:
- East Carolina University, B.S. Business Administration
- Series 65
- CERTIFIED FINANCIAL PLANNER® designation