As a business major who studied hospitality administration, customer service became a large part of who I was as a young adult. Combining that skill with my passion for finance and teaching seemed like the perfect career choice. In 2009, the opportunity to act on that choice presented itself with Edward Jones, and it has been my pleasure to serve hundreds of families and small businesses in Virginia and 22 other states ever since.
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
I have lived in Richmond since 2007. My wife, Lindsay, and I have one child. Watching her grow and participate in numerous activities has become my favorite hobby. When time allows, I can occasionally be found on a golf course shooting well above par. I have been active in business and civic affairs in Richmond for many years, including membership in the Retail Merchants Association and as a volunteer with FeedMore, Alzheimer's Association, Art For The Journey and Toys for Tots.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Charitable Giving
- College Savings
My Personal Interests
- Spending Time with Family
Office Address1358 Gaskins Rd
Richmond, VA 23238 opens in a new window
Phone NumberSean T Dugan at (804) 741-1271
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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