• 239-260-9386
  • Mon - Fri: 8am - 5pm

Team Member

Sean McVey

Managing Director - Wealth Management
  • 239-228-3859
  • smcvey@napleswealthplanning.com

Providing valuable advice, based on what is best for you, is our mission. Whether it is your retirement, estate planning, lending requirements or assets at multiple firms, it’s fundamentally important that I, as your financial advisor, understand you, your goals as well as your family’s situation.

Working with your other advisors (Attorney, CPA), we find disciplined solutions that are closely aligned with your needs & objectives. Using a discretionary investment approach, we work hard to earn your trust now and as our relationship deepens. Planning upstream for your future downstream for over 15 years.

Over the years I have been named a “Five Star Wealth Manager” in southwest Florida. Previously I was a Financial Advisor with Wells Fargo Advisors for eight years. Before that my position was with Comerica Wealth & Institutional Management as the Branch Manager, “Team Leader” for southwest Florida.

Personally, I am involved in the fight against Duchenne Muscular Dystrophy, served on the Collier Board of the American Cancer Society, belonged to Pelican’s Nest Golf Club & enjoy collecting contemporary art.

Services Offered

Insurance

  • Medicare Supps
  • Life Insurance
  • Disability
  • Long Term Care

Investing

  • Brokerage and Trading
  • Managed Accounts

Retirement

  • Roth IRA
  • Traditional IRA
  • Rollover IRA

College Planning

  • College Planning 529
  • College Savings Plan
  • Educational Savings Account

Small Business

  • 401(K)
  • Sep IRA
  • Simple IRA
  • Defined Benefit Plan
  • Business Investor Account
  • Buy/Sell Agreements

Annuities

  • Private Placement Variable
  • Fixed Index
  • Single Premium
  • Deferred Income
  • Fixed Deferred

Stocks

  • ETFs
  • Options
  • Mutual funds
  • Bonds, CDs & Fixed Income
  • International Stocks
  • Annuities
  • Insurance
  • Money Market Funds
  • Margin Loans
  • Cash Solutions

Trust and Estate

  • Trust Account
  • Estate Account