Capitol Securities Celebrates Sean O'Sullivan's New Position in Wealth Management

Capitol Securities Management, Inc. is proud to announce the appointment of Sean O'Sullivan as an Investment Advisor. This marks an important milestone in his burgeoning financial career. Sean kicked off his investment journey in late 2024 as a Wealth Management Associate, where he honed his skills in client services, trading, compliance, and marketing of both institutional research and custody solutions.

In his new role, Sean is focused on delivering tailored financial planning and investment management services. His commitment to offering proactive client service is evidenced by his hands-on approach to understanding clients' unique financial goals. Sean believes that successful financial management requires both a personal touch and disciplined portfolio management strategies.

With credentials that include the SIE, Series 7, and Series 66 licenses, Sean is well-equipped to navigate the complexities of today’s financial markets. His emphasis on personalized financial strategies aims to help clients build confidence in their investments, allowing them to thrive even in uncertain economic environments.

Located at 12100 Sunset Hills Rd, Suite 100 in Reston, Virginia, Sean will play an integral role within the CS Wealth Management team at Capitol Securities. Sean's dedication to forging long-term relationships is indicative of his genuine interest in helping clients achieve their financial aspirations.

Capitol Securities Management, Inc. has a longstanding tradition of fostering talent and adaptability among its employees, and Sean's journey is a testament to this ethos. The firm has proudly served clients from New England to Florida since its inception in 1985, providing a comprehensive range of investment services through a client-centered approach.

As part of the CS Wealth Management team, Sean's experience will contribute to the firm’s mission to provide holistic financial solutions to its diverse client base. Capitol Securities’ commitment to both innovation and integrity has made it a trusted name in the industry for years, enabling clients to navigate the dynamic financial landscape with assurance.

For more information on Capitol Securities and its commitment to client-centered financial services, interested parties are encouraged to visit www.capitolsecurities.com or reach out to Brad Kimball, the National Business Development Director, at (857) 343-2316.

In conclusion, Capitol Securities looks forward to Sean O'Sullivan’s contributions as an Investment Advisor, furthering the firm’s goal of delivering exemplary financial service and fostering client relationships built on trust and personalized care.