portrait of Sean R Lavelle

About Sean

As a financial advisor with Edward Jones, I focus my practice on advising private business owners, corporate executives and high net-worth families in order to develop comprehensive financial strategies to help grow and protect their wealth. I am grateful to serve a dynamic, broad group of success-driven clients, from world-class athletes and Fortune 500 executives to local small business owners and community leaders. I take great pride in helping my clients navigate major financial life events such as retirement, inheritance, real estate transactions, the purchase and sale of businesses, and multi-generational wealth transfers.

I work alongside my dedicated branch office administrator,...

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving

Work History

  • Edward JonesOctober 2015 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Education

  • University of FloridaDoctor of Pharmacy

Personal Interests

  • Spending Time with Family
  • Fishing
  • Outdoor Enthusiast
  • Scuba Diving
  • Golfing

Team Members

  • Catherine Zegel
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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