Advisor profile


My approach

Sean Marlowe - My approach photo

What you can expect when you work with us 

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Sean Marlowe - My approach photo

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Charitable Giving
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Central Florida, Bachelor of Science in Business Administration- Finance

Interests

During my free time, I enjoy spending time with my wife, Angela, and my 3 kids, Natalie, Barron and Jaxson. Our family enjoys boating, traveling and exploring the many activities Central Florida has to offer. I am an avid golfer and supporter of UCF athletics. Go Knights!

Community participation

  • Lake Nona Golf & Country Club Member
  • Golden Knights Club
  • UCF Alumni Association
  • Member of LifeSong Methodist Church

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016
  • Ameriprise Circle of Success, 2007-2013, 2016