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Sean  Tole

Sean Tole

Financial Advisor

Sean is a financial advisor with more than 25 years of experience in investment and retirement planning.  He is a graduate of Fordham University in New York City with a B.S. degree in Business Administration and Finance.  Sean has passed the FINRA Series 7, 63, 65, and NFA series 3 exams.  Additionally, he holds Life and Health Insurance licenses. 

 

Sean spent the last 20 years of his career representing several of the most respected investment management firms in the U.S. and Europe.  With the comprehensive investment and capital markets knowledge he has honed over his career, Sean understands the importance of proper financial planning and execution.  Sean works one-on-one with clients to fully understand their unique situations in order to help them construct sound financial retirement plans.

 

In his spare time, Sean enjoys hiking and skiing with his wife and 3 daughters in the  White Mountains.