Sean Lacey joined Waverly Advisors in August of 2024. He serves as a Wealth Advisor at the firm. Sean began his career working in retail banking. In his role he helped his clients navigate a variety of financial scenarios to achieve their long and short-term financial goals. Sean transitioned to the investment landscape focusing on 401k plans assisting plan sponsors and participants. He then entered the wholesaler space focusing on RIA and Defined Contribution Investment Options, and finally established himself in wealth management serving high-net-worth clients in building their portfolios, manage tax liabilities, and develop deeper plans for long term success.
Sean enjoys meeting new people and learning about their goals, dreams, and long-term ideas about how they want to live their life. He is passionate about helping his clients achieve their dreams. He finds partnering with them, walking alongside them during their journey most fulfilling.
In his spare time, Sean enjoys spending time outdoors with his wife Brittanie and three children, Everett, Scarlett, and Marren. They love exploring zoos and state parks, going fishing, or spending a day at the park.
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