M. Sean Godwin

M. Sean Godwin

Investment Advisor Representative

Visit my web site!

Phone: 919.719.3849
E-mail:
 

Professional Services

· Retirement Income Solutions

· Survivor Benefits Strategies

· Social Security and Long-Term Care Planning

· Defined Benefit Plan and Pension Analysis

· Investment Solutions and Asset Management

· Estate and Business Succession Planning

· Financial Needs Analysis

· Personal and Business Insurance Analysis

· College Funding

· 401(k) Plans

· Wealth Management

· Charitable Giving

 

Professional Qualifications

· Series 6, 63, 65 Licensed

·Life/Health/Long Term Care Insurance Licensed

· Special Care Planner from the American College

· District Manager of a Fortune 100 Financial Services company for 6 years

Personal

· Grew up in Graham, NC

· Currently serving 14th year in the financial  services profession

· Graduate, BS in Business Administration from East Carolina University

· Member of the Kappa Alpha Order

· Member of the Pirate Club

· Served on Treasury of the Wake County Autism Society

· Served on Board of the Mariposa School

· Served as President of the Triangle Down Syndrome Network

· Resides in Raleigh