Sean McNally is a dedicated Associate Wealth Advisor at Traveka Wealth, LLC, whose vocation is to advise and guide clients toward achieving their vision of financial security. Sean partners closely with his clients daily, offering clear and reliable information on a wide range of planning topics to help those who have placed their trust in him make thoughtful decisions for themselves and their families. Before becoming an Associate Wealth Advisor, Sean was a Relationship Manager who prided himself on enhancing our client experience while supporting the everyday needs of our advisors and clients. His accountability, enthusiasm, and professionalism reflect our commitment to always putting clients’ needs first, helping us to “make moves,” as he likes to say.
Before joining Traveka Wealth, Sean was a Relationship Manager at Goldman Sachs Personal Financial Management in Menlo Park, CA, where he managed and nurtured client relationships. Prior to that, he spent six years at Wells Fargo Bank, first as a Home Mortgage Consultant in Napa County and then as a Relationship Manager in San Jose, CA, where he developed lasting connections with affluent clients.
Sean earned his Bachelor’s degree in Business Administration from the University of Miami, FL, in the fall of 2013. He was a long snapper for the Miami Hurricanes football team and received the Mariutto Family Scholar-Athlete award for excellence both on the field and in the classroom. He was also a three-time member of the Athletic Coast Conference All-Academic Honor Roll and made the University of Miami Dean’s List.
Outside of work, Sean enjoys spending time at home with his wife, Camille, and their son, Patrick. A passionate sports fan, he roots for his favorite teams, including the Atlanta Falcons and the Irish national rugby team. Committed to giving back to his community, Sean is actively involved with the Hail Mary Club in Bakersfield, CA, where he serves on the board of directors. This non-profit organization partners with local Catholic schools to provide students with the resources they need to succeed both academically and athletically.
