Family Office Research Appoints Sean McElhaney as Vice President and Family Wealth Advisor

Sean McElhaney CFP®
VP, Family Wealth Advisor
Family Office Research LLC
Bethesda, MD

Sean McElhaney is a Certified Financial Planner (CFP) with 15 years of industry experience in creating extensive and unique real estate plans when he was previously working at Merill Lynch and Fidelity Investments.

McElhaney was known for his client-centric approach in meeting investor needs and creating tailored plans, and wealth management strategies to meet the goals of each client.

“We are excited to have Sean join our team and look forward to the energy and impact he will bring to our clients’ investment plans. Fidelity’s Institutional Wealth Services Group has been a great partner for Family Office Research, and we are excited to have Sean join our team. Clients will appreciate his experience and market knowledge, and will be a huge asset to our clients and the firm as we continue to develop innovative strategies to help clients strengthen and secure their financial wellbeing,” said Scott Freund, Founder & President of Family Office Research.

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