08/14/2026
Sean and his wife Kate recently attended the LPL Financial annual conference in San Diego earlier this week. They flew in a day early to check out the beach. As you can see, the west coast beaches don't come close to comparing with our beautiful NW Florida beaches. Sean was able to get his firm element continuing education completed in the meetings. Sean and Kate also reconnected with their friends Jeff and Kim for dinner. Sean and Jeff first met 34 years ago in Princeton, NJ for a Merrill Lynch new advisor training program. Wow, how times flies! If you have any questions about investing, please contact Sean and Taylor at (334) 702-4877. Thank you for your business!!!