Sean Mackey

Private Wealth Advisor
CFP®

About

Sean

Sean Mackey is a private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Charlotte, North Carolina.

As an experienced wealth advisor to individuals, families, and businesses, Sean uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Sean and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Before joining Blue Trust, Sean worked as a financial planner at a private wealth firm in Williamsburg, Virginia.

Sean graduated from Liberty University cum laude with a BS in business administration and a concentration in financial planning. He is a CERTIFIED FINANCIAL PLANNER® certificant.

Active in his community, Sean is a member of his local church and leads a Kingdom Advisors study group in Charlotte. He enjoys traveling, biking, reading, and hiking in his spare time and is an avid pickleball player.

Sean lives in Charlotte, North Carolina.

Testimonials

"Sean Mackey blesses our lives, financially and personally! He helps us think through the most important financial decisions, but his quick personal responses to our questions and concerns have been of equal importance."

Nora & Duke H.*
Blue Trust Client

"Over the past seven years, Sean has become a trusted financial and personal advisor to our family. He is insightful, always responsive to our needs, and very caring. Sean’s support and guidance have been invaluable in crafting our plans and giving us confidence and peace of mind. We are grateful for the impact he has had on our lives."

Kathy & Todd M.*
Blue Trust Client