Sean Smith, Wealth Manager

Sean serves as a Wealth Manager, helping clients to construct and implement a strategy tailored to their unique financial, investment, tax and estate planning needs.Prior to joining Creative Planning, Sean worked for one of the country's largest investment and insurance companies. During his time with the company, he held multiple positions in the Group Benefits Division. Sean earned his Bachelor of Arts degree from Boston University. In his free time, Sean enjoys spending time with his family, reading, and traveling.

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PETER MALLOUKPRESIDENT
& FOUNDER, CREATIVE PLANNING