Sean Indiveri

Sean M. Indiveri
Financial Advisor Investment Services Group Truist Investment Services, Inc.

9 E Main St

Lititz, PA 17543-1926

About me

Background

I am a Financial Advisor with Truist Wealth, offering clients more than 20 years of experience in the financial services industry. I consult and implement plans that can involve risk management, retirement planning, estate planning, wealth transfer, and other financial strategies.

When I was a young child growing up, my family struggled to make ends meet, often fighting to cover the monthly bills, with calls from the utility companies and banks regarding financial obligations being common. Having fielded these calls, I swore I would do everything I could so that this would never again happen to me or people I knew—it was my inspiration to learn everything about investing and help others achieve their goals and aspirations.

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

Education

B.S. in Business Administration
Kutztown University

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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