Meet The Instructors

Sean Britt CFP®

Sean joined the financial services industry in 2012 working at Fidelity Investments and joined Merrill Lynch in 2015. His focus is on developing strategies and providing advice for individuals, their families and their businesses by understanding their short and long-term financial objectives. He works with clients to help identify their primary goals and needs - including asset allocation, education funding, retirement income planning, tax minimization strategies and estate planning services - and then commits himself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations. 
 
Sean holds the CERTIFIED FINANCIAM PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and holds the Series 7 and 66 FINRA registrations as well as his Texas life, health and variable annuity insurance licenses. He is a graduate of Midwestern State University, with a BBA degree in Finance. 
 
Sean is a native Texan, who, in his spare time, enjoys traveling with his fiancé, Kati. They are getting married in Jamaica in 2019.  In addition to traveling, they enjoy spending time with family and their 3 pets. 
 
Sean is an adjuct faculty member at the University of Dallas and a member of FPA Dallas/Fort Worth.  
 
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