Evermay Wealth Management, LLC
Sean Rogers is an experienced professional currently serving as a Client Service Associate at Evermay Wealth Management, LLC since June 2022. Prior to this role, Sean worked at the University Recreation and Wellness as Outside Staff at the University of Maryland Golf Course from May 2021 to November 2022 and had positions as a Line Cook at Looney's Pub and as a Sales and Marketing Intern at Greek House. Sean also contributed to the UMD Interfraternity Council as a Judicial Board Member and served as Risk Manager for Sigma Chi Fraternity. Educational qualifications include a Bachelor of Arts in Economics and a Minor in General Business from the University of Maryland, complemented by a high school diploma from Damascus High School.
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Evermay Wealth Management, LLC
A RICHER LIFE DEFINED. As wealth managers, we immerse ourselves in finance and in service to our clients. And when we talk about helping you build a richer life, it is more than a single-minded goal to increase your net worth. It is with a deeper understanding of the meaning of wealth to your life and to your loved ones. COMPREHENSIVE AND TAILORED TO YOUR NEEDS. We listen and understand your financial needs, goals and expectations and measure them against your current situation; things like liquidity requirements, risk tolerance, tax situation. At the same time, we get to know you and your family, developing a relationship that is as much personal as it is business. Then we create a financial plan for you. That plan also incorporates wealth counseling, guiding you on how best to use wealth and how to handle the family dynamics that are affected by it. This comprehensive approach is how Evermay can put you on a path to a richer life. A SIMPLE CONVERSATION IS WHERE IT BEGINS. If you're looking to strengthen your family through sound wealth management, call us. Or stop by. Let's talk about your goals and your needs. When you are ready, we're here to help you start building a richer life. To learn more about Evermay and how we can help you lead a richer life, visit https://www.evermaywealth.com/ Disclaimer: https://www.evermaywealth.com/disclaimer