Sean McDermott Email & Phone Number
President, Certified Financial Planner @ Summit Investment Advisors
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Sean McDermott Location
- Saint Paul, MN, US
Sean McDermott Work
- 2000 -now President, Certified Financial Planner @
- 1992 -now Certified Financial Planner @
- 1989 -2000 Financial Advisor @
Sean McDermott Education
- College for Financial Planning
CFP Professional Education Program
1990-1992 - Saint John's University
BS (Business Management)
1985-1989
Sean McDermott Skills
- Retirement Planning
- Retirement
- Investments
- Financial Advisory
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Financial Services
- Finance
- Wealth Management
- Estate Planning
- Wealth Management Services
- Financial Planners
- Securities
- Financial Planning
- FINRA
Sean McDermott Summary
- Sean McDermott, based in Saint Paul, MN, US, is currently a President, Certified Financial Planner at Summit Investment Advisors. Sean McDermott brings experience from previous roles at LPL Financial and Securities America, Inc. Member FINRA/SIPC. Sean McDermott holds a 1990 - 1992 CFP Professional Education Program @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Retirement, Investments, Financial Advisory, Mutual Funds and more. Sean McDermott has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Summit Investment Advisors Employees
Sean McDermott
President, Certified Financial Planner
Saint Paul, MN, US
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Samantha Beavens
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