Five Star award winner sean flynn

PROFESSIONAL PROFILE

Contact Me

sean flynn

Principal

commonwealth financial network

100 conifer hill drive #301

danvers, Massachusetts 01923

Office: 978-887-0677

sean@cf-network.net
www.cf-network.net

Professional Approach

Sean is a 1984 graduate of the Boston University School of Management and began his career in the financial services industry in January 1985. After extensive training with the Wall Street firm Dean Witter Reynolds (now Morgan Stanley), Sean became affiliated with his current company, Commonwealth Financial Network, in September 1991. During his tenure with Commonwealth, Sean has also held the position of president with Century Financial, a division of Century Bank in Medford, Massachusetts. Additionally, from 1996 to 2002, Sean held the position of president with Clippership Financial Services, a division of the Salem Five Bank in Salem, Massachusetts. While president of Clippership Financial, Sean had the distinction of being named to Bank Investment Marketing (BIM) magazine's "Top 50 Reps of the Year" for 2000, 2001, and 2002*.

In 1999, Sean was presented with the Commonwealth Special Service Award, a recognition "for achievement above and beyond" in one or more of the following areas: excellence in wealth management for clients, a track record of sharing with Commonwealth financial advisors and staff, and a dedication to giving back to the community. This award is presented to only one Commonwealth-affiliated person per year.

For the years 2003 through 2017, Sean was recognized as a Chairman's Level advisor—a distinction attained this year by just 3 percent of advisors affiliated with Commonwealth. Additionally, Sean has qualified for the Commonwealth "Leaders Conference" in each of his 26 years with Commonwealth.

In addition to having the Accredited Investment Fiduciary® (AIF®) designation, Sean holds a number of FINRA securities registrations, including the Series 3, 7, 24, 53, 63, and 65.

Sean is active in the community and has held a number of board positions with local charities, including the position of treasurer of the Essex National Heritage Commission and treasurer of the "A Better Chance Masconomet" program in Topsfield, Massachusetts.

*BIM solicited nominations from its circulation base of US bank reps (e.g., large, community, regional, and credit unions) over a period of several months. Candidates were ranked based on assets under management, production and number of clients, as well as growth in these three areas. This award is not indicative of the advisor's future performance. Your experience may vary. The criteria used reflects the most recent year for which the advisor received the award. The consideration pool for this award is no longer available, but its readership base in 2001-2002 was about 9000.

Sean M. Flynn is proud to have been recognized as a Chairman's Level advisor for 2018—a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

See Accomplishments

This award was issued on 02/01/2024 by Five Star Professional (FSP) for the time period 04/10/2023 through 10/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4,421 Boston-area wealth managers were considered for the award; 580 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.