Sean M. Kayes

As Cary Street Partners’ Advisor Solutions Manager, Sean works both internally and externally to support Financial Advisors as well as the firm. Internally, he helps financial advisors leverage firm capabilities and resources to grow their own clientele. He also collaborates with custodian partners and financial advisors to expand participation in client referral programs. Sean also focuses on raising the firm’s profile and expanding its reach in North Carolina and surrounding areas.

Experience:

• Exencial Wealth Advisors, Business Development Officer
• Willingdon Wealth Management, Business Development Officer

Education/Certifications:

• East Carolina University, B.S. Business Administration
• Series 65
• CERTIFIED FINANCIAL PLANNER^® designation