Advisor at Eaton Vance Management
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Firm
Eaton Vance Management
Location
Boston, MA 02109
Credentials
Series 66
Industry experience
8 years
Sean Myers is a financial advisor at Eaton Vance Management with eight years of industry experience. He holds the Series 66 designation and has worked at Eaton Vance Distributors, Inc. and National Financial Services LLC. Myers also has experience at Fidelity Investments and Bentley University. Eaton Vance Management is an SEC-registered investment adviser and a subsidiary of Morgan Stanley, managing approximately $84.9 billion in assets. The firm serves institutional clients and retail investors, emphasizing fundamental analysis and offering a range of equity, income, mixed-asset, and alternative strategies.
Based on Eaton Vance Management
Fees vary based on particular client circumstances or as negotiated; no specific tiers clearly stated in brochure
Performance fees negotiated individually with qualified clients; no standard rate provided.
One Post Office Square
Boston, MA 02109
Massachusetts
Eaton Vance Distributors, Inc.
2020 - Present (6 years)
Eaton Vance Management
2020 - Present (6 years)
National Financial Services LLC
2017 - 2020 (3 years)
Extended Travel
2017 - 2017 (1 year)
Fidelity Investments
2016 - 2016 (1 year)
Bentley University
2013 - 2017 (4 years)
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Is active or affiliated with:
Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
CFP®, Series 65
Quincy, MA
Brio Financial Planning
CFP®, CFA®, Series 63, Series 65
Braintree, MA
Dreamfield Planning Group, LLC
I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
CFA®, Series 65
Cambridge, MA
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Series 65
Arlington, MA
Aztec Capital LLC
Series 63, Series 65
Reading, MA
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CFA®, Series 63
Boston, MA
Woodland Investment Consulting LLC
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