Sean  Hennessey

Sean Hennessey, CFP®
Wealth Advisor Truist Bank

5128 Apache Plume Rd

Fort Worth, TX 76109-1540

About me

Background

I am a Wealth Advisor with Truist Bank, offering clients more than 20 years of experience working with high-net-worth investors, family offices, real estate investors and sponsors, and owners of closely held businesses.  Having been a practicing CERTIFIED FINANCIAL PLANNER™ (CFP®) professional since 2007, I utilize a planning mindset to help clients create and execute on seamless solutions that help address their most pressing financial goals and concerns. This comprehensive approach addresses: structured lending, wealth management, trust and estate planning, and private banking services. Examples of situations on which I commonly advise clients are: portfolio asset allocation, financial planning, wealth lending, and complex estate planning situations, as well as capital raising and debt placement for real estate sponsors and investors.

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

BA in Finance
Texas Christian University 1999 2002

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}