Sean Reilly, CFP®, CPWA®, CIMA®, CEPA®
Managing Director
Office: (401) 310-3920
Direct: (401) 310-3899
eFax: (401) 526-0342
About
Sean is a Managing Director at GatherWealth Investment Management. He is a Series 7, 63, and 65 licensed representative through Commonwealth Financial Network®. He has worked in the financial services industry for over 20 years. Prior to starting Gather Wealth Management, he worked for 14 years at Morgan Stanley. In 2007, he earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. In 2019, he earned the Certified Private Wealth Advisor® (CPWA®) designation. He also holds the Certified Investment Management Analyst® (CIMA®) and the Certified Exit Planning Advisor® (CEPA®) designations. Sean is a graduate of Fairfield University, and he currently lives with his wife, Donna, and two children in South Kingstown, RI. Sean spends his free time running from the lacrosse field to the basketball court to cheer loudly for his children, much to their embarrassment. He also enjoys reading, kayaking, bike riding, and rock climbing.
