Sean Satterfield

Biography

As Managing Director of Investments at Wedbush Securities in our Honolulu office, Sean Satterfield is passionate about helping his clients develop strategies to achieve their financial goals. With approximately 23 years of diverse financial industry experience, Sean started his career as a Financial Advisor at Morgan Stanley in Hawaii, and then held roles as Regional Vice President for Morgan Stanley in Washington, Complex Director for UBS Financial Services and most recently Senior Vice President at Wells Fargo Advisors in Honolulu.

Sean collaborates with many local professionals including CPAs, estate planning attorneys, insurance specialists, physicians, and philanthropists to ensure that each client’s wealth strategy is customized to their lifestyle, goals, and values. He hosts workshops and learning seminars to educate clients on important topics such as retirement planning, education planning, estate planning, taxation and more.

Born and raised in Honolulu, Hawaii, Sean earned his Bachelors of Art degree from Wabash College in Crawfordsville, Indiana. He is currently enrolled in the College of Financial Planning where he is studying to obtain his Certified Retirement Planning Counselor (CRPC) designation. An active member in the local community, he serves as a board member of the Young Presidents Organization (YPO), and the Punahou O-Men. Additionally, he volunteers at the Boy Scouts of America and Special Olympics Hawaii. Away from the office, Sean enjoys volleyball, coaching football and wrestling, weight-training, running marathons, and traveling with his wife and two children.