Sean Pendray Email & Phone Number | -Financial advising, holistic planning, and asset management services to the mass affluent. Sub specialization in financial services to litigators and sudden wealth recipients as well as high net worth clientele. Simply put, we create, protect, and tax shelter wealth for a range of investors from attorneys and lawsuit recipients to retirees and other specialized clientele across the economic spectrum. We are needs based and comprehensive in our strategies and strive to create solutions for our clients based upon their unique situations, challenges, and goals. -Energized, positive, business development and client relationship builder.

Sean Pendray

-Financial advising, holistic planning, and asset management services to the mass affluent. Sub spec...
Miami, Florida, United States

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Sean Pendray’s Location Miami, Florida, United States

Sean Pendray’s Current Industry Pendray Financial Advisory

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Owner

2013-06-01 00:00:00 - Present

Sudden wealth/settlement planner

2013-06-01 00:00:00 - 2022-06-01 00:00:00

Settlement/Financial Planner

2004-10-01 00:00:00 - 2013-05-01 00:00:00

Financial Executive Officer

2002-03-01 00:00:00 - 2003-08-01 00:00:00

Senior Financial Advisor/Accredited Asset Management Specialist

2001-07-01 00:00:00 - 2002-03-01 00:00:00

Financial Advisor, Assistant Vice President

1996-02-01 00:00:00 - 2001-07-01 00:00:00

Junior Broker

1994-06-01 00:00:00 - 1996-03-01 00:00:00

Junior Broker

1993-08-01 00:00:00 - 1994-06-01 00:00:00

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Sean Pendray is a -Financial advising, holistic planning, and asset management services to the mass affluent. Sub specialization in financial services to litigators and sudden wealth recipients as well as high net worth clientele. Simply put, we create, protect, and tax shelter wealth for a range of investors from attorneys and lawsuit recipients to retirees and other specialized clientele across the economic spectrum. We are needs based and comprehensive in our strategies and strive to create solutions for our clients based upon their unique situations, challenges, and goals. -Energized, positive, business development and client relationship builder.

Sean Pendray has prior
experience in the following industries:
Pendray Financial Advisorysynergy Settlements | Millennium Settlements | Citicorp Investment Servicescitibank | Ag Edwards | First Union Securities | Paine Webber | Bear Stearns

Sean Pendray has the following professional experience:
Pendray Financial Advisory | Pendray Financial Advisorysynergy Settlements | Millennium Settlements | Citicorp Investment Servicescitibank | Ag Edwards | First Union Securities | Paine Webber | Bear Stearns