Sean Vereen

Financial Advisor

With an extensive career spanning over two decades in the financial services industry since 1998, Sean has accumulated a wealth of expertise catering to a diverse clientele. His professional focus centers on assisting business owners, widows, divorcees, and families navigating various financial scenarios. Sean specializes in developing personalized strategies that encompass wealth accumulation, protection, and retirement planning. Additionally, for his business owners, he specializes in corporate retirement plans, exit planning, and deferred compensation packages. In his desire to support those who support the community, Sean also works closely with members of the public sector and is part of an Advocacy Group, a group dedicated to first responders and government employees. For all of his clients, Sean believes in a collaborative approach, seamlessly coordinating with his clients’ other advisors to ensure a unified understanding of each client’s unique financial needs. This is a key component that separates him from most.

Beyond his professional endeavors, Sean takes pride in his personal life. Married to his loving wife, Angela, he is a devoted father to a son, Bricen, and two daughters, Ana and Ali. Sean’s personal interests include fishing, golf, and leisurely travel.

Educationally, Sean holds a Bachelor of Science in Business from The University of Tennessee, Chattanooga and is a Chartered Retirement Planning Counselor. Beyond his professional commitments, Sean is actively engaged in philanthropy, serving on the Board of Market Life Ministries based out of Columbia, SC, and holding the position of Treasurer for the 1999 Club at Silverdale Baptist Academy. His dedication extends to his community, as he is an active member at Brainerd Baptist Church, embodying a commitment to both professional and personal growth.

Sean’s longevity in the industry and unwavering commitment to excellence make him an invaluable asset to clients seeking a seasoned, knowledgeable, and dedicated wealth management professional.

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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Capital Wealth Advisors are not affiliated.This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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