Sean Houghton, CTFA

Financial Advisor

Location
Burlington, Vermont Area
Industry
Financial Services
Current
  1. Merchants Trust Company
Previous
  1. People's United Bank
Education
  1. Cannon Financial Institute
Websites
208connections

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Background

Experience

Financial Advisor

Merchants Trust Company
– Present (4 years)

Merchants Trust Company is committed to the personalized delivery of the highest quality wealth management services, designed to meet each of our client’s unique needs. Our passion is assisting our clients with their financial lives. Hiring Merchants Trust Company provides you with a professional advisor who will:

Work with you to define, understand and achieve your most important financial goals

Always do what is in your best interest when providing advice, helping with key financial decisions and acting on your behalf

Be proactive in serving your needs

Simplify the management of your finances so you can focus on other aspects of your life

Vice President and Wealth Management Officer

People's United Bank
(10 years 1 month)

Skills

  • Wealth Management
  • Trust Services
  • Investment Advisory
  • Estate Planning
  • Asset Management
  • Mutual Funds
  • Asset Allocation
  • Portfolio Management
  • Personal Financial...
  • Fiduciary Services
  • Finance
  • Securities
  • Retirement Planning
  • Investments
  • Wealth Management...
  • Series 7
  • IRAs
  • Investment Strategies
  • Investment Management
  • Retirement
  • Wealth
  • Financial Advisory
  • Financial Services
  • 401k
  • Alternative Investments
  • Financial Planners
  • Strategic Financial...
  • Private Banking
  • See 13+  See less

Certifications

Certified Trust and Financial Advisor

Institute of Certified Bankers

Education

Cannon Financial Institute

Trust School I, II, III

University of Vermont

Bachelor of Arts, History

Activities and Societies: Founder and Charter Member of Vermont Gamma Chapter of Sigma Phi Epsilon Fraternity.

Colchester High School

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