Sean Murphy
Premier Banker
7750 Cypress Lake Dr
Fort Myers, FL 33907-6520
About me
Background
Sean Murphy a Premier Banker with 14 years of financial services experience. He helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Sean’s daily goal is to put his clients first, building their trust through high-touch attention, in-depth conversations, and technology. He seeks to guide clients through their financial journeys by addressing their short- and long-term goals, and is passionate about helping them achieve financial confidence so they can focus on doing what they love.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
