Suggestions
Sean McElroy
UBS | Private Wealth Management
Sean McElroy is a Financial Advisor at UBS, specializing in Private Wealth Management. He is part of the Prism Wealth Consultants team located in Hunt Valley, Maryland. McElroy focuses on portfolio construction, client service, education, and financial planning, catering primarily to multigenerational families, business owners, and senior executives.245
In 2024, McElroy was recognized as part of the Forbes Best-in-State Wealth Management Teams list, highlighting his contributions and achievements in the wealth management sector.16 He has a solid background in investment advisory, having passed the Series 66 examinations, and is registered to provide investment advice.7
Overall, McElroy's expertise lies in helping clients navigate complex financial landscapes, ensuring they achieve their financial goals through tailored advice and comprehensive planning strategies.34
