Sean Kirby-Smith is an Assistant Vice President and Financial Advisor at Seventy2 Capital Wealth Management where he specializes in advising business owners and high net worth families on comprehensive estate planning strategies, business planning and retirement strategies. Sean holds the Chartered Retirement Plans Specialist(SM) designation. The CRPS® is the premier credential for retirement plan administration.
Prior to Seventy2 Capital, Sean was a Financial Advisor with Morgan Stanley Wealth Management where, as a member of the current Seventy2 Capital team. While there, he worked on client acquisition and business development.
Sean holds a Bachelor of Science in Business Administration from the College of Charleston in Charleston, South Carolina. During his time at C of C, he was involved with YES Carolina, South Carolina's only organization focused on teaching youth the principles of entrepreneurship and free enterprise. Currently, Sean volunteers with the Treatment and Learning Centers of Rockville, MD. TLC is a private, non-profit organization whose programs serve more than 2,000 individuals with a wide range of special needs. In his free time, Sean enjoys playing golf, running throughout Washington DC’s Monuments and relaxing at the beach.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.