Meet Our Team
"I believe that maintaining long term relationships is essential to being a valued financial advisor. Working with my clients to develop a game plan and then helping them turn their goals into reality is what keeps the advising relationship strong."
Sean Giles serves as a Financial Advisor, providing financial planning and investment advice to new and existing clients. Sean is also responsible for building client relationships and facilitating client service needs.
Sean began his career with StrategicPoint as a client service associate, and has also held positions as Client Service Manager, Senior Relationship Manager and Director of Sales. Sean holds the FINRA Series 65 License, as well as RI and MA Life and Health Insurance Producers Licenses. He has been with the firm for a total of 16 years. Since 2007, Sean has been a volunteer Big Brother at Big Brothers of Rhode Island. He is a recipient of the 2011, 2012 and 2013 Five-Star Wealth Manager Award which is featured in Rhode Island Monthly and Rhode Island Business Quarterly. Details on this award and criteria may be found at www.fivestarprofessional.com.
Schedule a meeting with Sean
Phone: 401-273-1500 x106