Sean Seese, CPFA, CIMA®, C(k)P®

Sean Seese is a Senior Vice President and Private Advisor at Harvey Seese Wealth Advisory of Rockefeller Capital Management, where he provides comprehensive private wealth management services to ultra-high-net-worth and high-net-worth individuals and families. He also works closely with corporations to address their financial goals and planning needs. His areas of focus include investment management, retirement planning and corporate retirement plans.

Before he and his team joined Rockefeller Capital Management in 2020, Sean had been with Merrill Lynch Wealth Management since 2006. Over the years, he’s developed a passion for investment management and asset allocation to help clients achieve their goals.

In his efforts to consistently develop his skills and improve his ability to serve his clients, Sean has earned various designations. Most recently, Sean became a Certified Investment Management Analyst® (CIMA®) and a Certified 401(k) Professional (C(k)P).

*Sean has been named one of Forbes’ America’s Top Next-Generation Wealth Advisors in 2017 and 2018. In 2019, he was named one of Forbes’ Best-in-State Next Generation Wealth Advisors. The team was named one of Forbes Best-In-State Top Wealth Management Teams list for 2024.

He is a graduate of St. Joseph’s University with a bachelor’s degree in Finance.

Sean serves on the Advisory Council for The First Tee of Greater Philadelphia and on the Planned Giving Committee of Abington Hospital. Sean in his free time enjoys playing golf and paddle tennis. He lives in Rydal, Pa., with his wife Kim, daughter and son, and their French bulldog, Gizmo.

*The Forbes “Top Next Gen Wealth Advisors” rankings discussed above were designated in 2017 and 2018 and last for a period of one year until new rankings are released. The Forbes “Best in State Next Gen Wealth Advisors” rankings discussed above were designated in 2019 and last for a period of one year until new rankings are released. The Forbes “Best in State Top Wealth Management Teams” rankings discussed above was designated in 2024 and 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.