Sean P. Connolly, CPFA®

Sean Connolly is a Private Advisor and Managing Director with The Jones Connolly Pollock Group within the Rockefeller Global Family Office. He was recognized on the Forbes “Best in State Wealth Advisor” list in 2019, 2020, and 2021. Sean has provided investment advice and guidance to C-suite executives, entrepreneurs, wealthy families, nonprofit organizations and institutional clients since 1999. Prior to joining Rockefeller, Sean was an Advisor at Merrill from 2003 to 2023. He also spent time at an independent investment firm that specialized in the international financial markets and institutional investors.

Sean focuses on reducing the complexities and simplifying the lives of affluent clients and institutions. In doing so, he has built a boutique-style investment and planning wealth management team composed of highly talented professionals. By utilizing a team approach to advising clients, the team is able to address the unique circumstances that develop as wealth grows, families’ age, and institutions expand. Their advice and guidance includes cash flow and budget planning (for families, non-profit organizations, and institutions), concentrated public and private stock strategies, pre- and post- transaction planning, trust and estate planning services, generational financial education, asset management and board governance strategies, as well as providing access to investment policy services.

Sean and his wife have lived in Winter Park since 1992 and have three daughters. Both are proud graduates of Rollins College and are very active in many community activities including Little League, Rollins College, Lake Highland Preparatory School, The Boys & Girls Club, and St. Margaret Mary’s Church.

*The Forbes “Best in State Wealth Advisor” rankings discussed above were designated from 2019-2021 and each last for a period of one year until new rankings are released. Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.