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Sean M

Series 63, Series 65

Fort Myers, FL

Pine Valley Investments

Sean Murphy is a financial advisor at Pine Valley Investments in Fort Myers, FL, holding Series 63 and Series 65 designations with 21 years of industry experience. He has worked at SunTrust Advisory Services and affiliated SunTrust entities since 2013. Pine Valley Investments provides discretionary portfolio management, financial planning, and pension consulting to individual and high-net-worth clients, pension plans, charitable organizations, and corporations. The firm employs a range of analytical approaches and portfolio strategies, including managing pooled investment vehicles and serving as sub-advisor to other advisers.

Active portfolio management Options & derivatives strategies Private / alternative investments
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