portrait of Sean K Mahoney
FINANCIAL ADVISOR
Accepting New Clients
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About Sean

Our financial health determines so much of our life's trajectory. I became an Edward Jones financial advisor to help clients achieve the financial goals that are important to them. It is an honor to help my clients organize, plan, protect and transfer their wealth.

Prior to Edward Jones, I worked for 18 years representing two of the world's largest investment management firms, helping financial services clients achieve their goals. I began my career in 2005 with Franklin Templeton Investments and joined MFS Investment Management in 2012. I came to Edward Jones because of the culture and resources available here allow me...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • Estate & Legacy Strategies

Work History

  • Edward JonesFebruary 2024 to Current
  • MFS Fund Distributors Inc.September 2012 to February 2024

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • CFA®

    Chartered Financial Analyst®

Education

  • Univ of San FranciscoMaster of Science
  • San Francisco State UniversityBachelor of Science

Team Members

  • Katie McDowell
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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