Sean Mullervy, MBA, CFP®

"It is far better to buy a wonderful company at a fair price than a fair company at a wonderful price."  -Warren Buffett

The same could be said about hiring a Financial Advisor.

Offering a wide range of investment services, Sean Mullervy is a passionate Financial Advisor in Fort Lauderdale who is dedicated to helping people pursue their financial goals. Specializing in financial planning and wealth management, Sean works with clients in Fort Lauderdale, Broward County, South Florida, and beyond to design portfolios that address their individual needs. Professional service is what sets him apart from other Financial Advisors. If you want to address protecting and growing your assets and income, Sean Mullervy will put you and your needs first.

With more than 25 years of experience as a Financial Advisor at American Express, Fidelity Investments, Raymond James, and now LPL Financial, Sean Mullervy helps clients in Fort Lauderdale, Broward County, South Florida, and multiple states with a broad range of financial strategies. As an independent Financial Advisor with Paragon Wealth Group in Fort Lauderdale, Sean focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. Through ongoing, open communication with his clients, and his own continual professional growth, Sean seeks to develop strategies designed not only to help target objectives, but also to account for potential issues before they ever arise. Sean's mission is to be your trusted partner, to understand your individual investment needs, goals and values, and to remain always committed to acting solely in your best interests

Sean Mullervy chose to affiliate with LPL Financial because the firm allowed him to continue to be an independent Financial Advisor and a small business owner, but with even with more professional freedom. LPL Financial also shares Sean's client-centered focus, and allows him to offer you independent advice and the resources that are right for you and your planning needs, free from any pressure or any incentives to promote proprietary products or services.

Before joining LPL Financial, Sean was an independent Financial Advisor with Raymond James in Fort Lauderdale from 2011 to 2024, and before that was an employee Financial Advisor with Fidelity Investments in Fort Lauderdale from 2003 to 2011. At Fidelity Investments in Fort Lauderdale, Sean provided Fidelity financial planning and wealth advisor services to thousands of high-net-worth individuals in Broward County and South Florida. Then as an employee Vice President and Financial Advisor at Fidelity Investments in Fort Lauderdale, he managed a book of business that totaled over $1 Billion for hundreds of high-net-worth and ultra-high-net-worth individuals in Broward County and South Florida from 2008 to 2011. Prior to Fidelity Investments, Sean was a Manager and Financial Advisor with American Express Financial Advisors in Southeastern New England and South Florida from 2000 to 2002.

Sean Mullervy graduated from Rhode Island College in 1996 with a Bachelor of Science in Management and a Minor in Economics. At Rhode Island College, Sean was a member of the honors program and earned an academic scholarship. Additionally, he completed his MBA in Finance at Providence College in 1999. A firm believer in continuing education, Sean enhanced his experience by obtaining his CERTIFIED FINANCIAL PLANNER® or CFP® certification in 2012.

Sean Mullervy has been a member of the Greater Fort Lauderdale Chamber of Commerce and the Financial Planning Association of Fort Lauderdale, both serving Broward County and South Florida. Sean has also been a Financial Advisor host on MoneyTalk Radio, and an international best-selling author.  Currently, he is an Arbitrator for FINRA, and a member of the Economic Club of Miami. When Sean is not working as an independent Financial Advisor and CERTIFIED FINANCIAL PLANNER® professional, he enjoys: watching New England and South Florida sports, reading Financial Advisor and CFP® articles, dining out in Fort Lauderdale and Broward County, exploring South Florida, and traveling the World.

Sean helps people in Fort Lauderdale, Broward County, South Florida, and throughout the United States plan for their financial goals and dreams. If you are looking for an independent Financial Advisor who is also a CERTIFIED FINANCIAL PLANNER® or CFP® professional, please contact us.