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Sean T

Series 66

Daytona Beach, FL

Spire Wealth Management, LLC

Sean Tabone is a financial advisor with Spire Wealth Management, LLC, holding a Series 66 designation and four years of industry experience. Before joining Spire, he worked at Fidelity Investments and has experience in real estate brokerage as the owner of Olive Grove Real Estate and president of Mdina Holding Company. Spire Wealth Management provides investment advisory and financial planning services to individuals, corporations, trusts, and retirement plans, managing approximately $4.5 billion in assets across a team of about 70 advisors. The firm offers a range of portfolio management solutions incorporating discretionary and non-discretionary strategies with an emphasis on tactical, active, and passive investment approaches.

Active portfolio management Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments
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