Sean Luttrell
CFP®
Staff Financial Advisor
Add to Contacts
Email Sean

First time hearing about Summit?
Check out the 3-Minute Summit Experience

Image

Sean joined the team in February of 2022. Prior to joining Summit, he worked as a Registered Representative at Morgan Stanley.

Sean graduated in the spring of 2021 with a Bachelor of Science degree in Finance from The Farmer School of Business at Miami University of Ohio. Sean contributed to the Miami University Asset Management Club. His favorite memories consisted of playing intramural hockey with his fraternal organization and giving back to the hockey community as a referee.

Sean was originally born in Rochester, New York and grew up in Dayton, Ohio.

Golfer · Fisherman · Hockey player · Loyal fan to the Buffalo Bills and Sabres

Team members available to assist are:

Wendy Trout
Ben Skinner
Summer Anderson
Keegan VanMeter

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Summit Financial Strategies, Inc. is engaged, or continues to be engaged, to provide investment advisory services.

Learn more about Summit Financial

Let's Talk