Sean Kayes
Financial Advisor, Vice President at
Cary Street Partners – The Downing Group
Years of Experience
8 years
Number of Clients
118
Average Client Size
$1,900,000
Member Since
2026
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
We are fiduciary advisors who act in our clients’ best interest. Our approach integrates investments, tax strategies, estate and charitable planning, along with retirement income and cash-flow planning to help clients make smarter financial decisions.
Clientele
We work primarily with pre-retirees, retirees, and high earners seeking comprehensive financial guidance beyond investment management alone. Many clients have complex planning needs involving retirement income, tax-efficient strategies, Roth conversions, charitable gifting, and long-term wealth planning. We also advise physicians, business owners, executives, and younger high earners.
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Insurance
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Pricing Models
Education
East Carolina University
Bachelor of Science in Business Administration
Obtained in 2013
Advisor Links
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