Sean Dambaugh, MBA

Sean Dambaugh, MBA

Partner

Phone: (843) 849 - 7878
Fax: (843) 849 - 7644
E-mail:
 

Sean is a Financial Consultant and Partner at Oak Capital Management, LLC. With the goal of helping his clients take control of their futures, he develops client's comprehensive financial plans and annual plan reviews. This includes evaluating the client's current financial position and recommending strategies for investment management, tax planning, estate planning, and risk management. Sean builds strong, lasting relationships with his clients through regular meetings where he reviews client's progress toward meeting their financial goals. He focuses on clarifying his client's financial status and educating them on retirement planning principles, investment philosophy, portfolio strategies and current market sitations. 

Whether working with individual or corporate clients, Sean works closely with his team at Oak Capital Management, LLC to make sure all of the details of his client's are carried out and implemented. By utilizing a team approach, you can be assured that someone is always available to assist you with your needs. In addition, he will periodically touch base with you to make sure his service is not only meeting your expectations, but exceeding them!

Sean graduated from the University of Maryland with both his Bachelor's degree and his Masters of Business Administration (MBA) from the Smith School of Business. He is currently an AXA Advisors Registered Representative (Series 7 license).

Outside of work, Sean enjoys sports, traveling, and spending time with his wife Jessica, and their two sons, Kyle and Jake.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.