Sean and Adam Fetterman
Wealth Management
With 30+ years of industry experience, clients have come to rely on Fetterman Wealth Management Group at Morgan Stanley. Financial Advisors Sean Fetterman, Adam Fetterman, David Raphan and Brandon Fetterman have helped make the critical decisions needed to meet clients’ financial goals by providing comprehensive wealth-management strategies.
“We know that our clients work hard for their money, and we take pride in not only helping them preserve their principal, but we work diligently to help them realize appreciation of their portfolio assets,” says Sean, Financial Advisor and Senior Portfolio Manager. “We want our clients to be assured that they have a team of dedicated financial professionals watching over their investments. We offer personalized investment management to our clients and help them maintain the discipline needed to guide them through the challenges that derail so many from achieving their financial goals.”
“It’s easy to look smart when markets go up, but our clients know they can rely on us to give them sound and professional investment advice regardless of market direction. Investor behavior is not always rational, so our team brings discipline to ensure our clients do not make poorly timed decisions based on emotions,” says Adam, Financial Advisor and Senior Portfolio Manager.
The Fetterman Group manages more than $2 billion in clients’ assets as of July 2021. Sean and Adam are nationally recognized, seasoned advisors and have both been named to Barron’s Top 1,200 Financial Advisors in the U.S. from 2014 to 2020. Sean also has been named a Financial Times Top 400 Financial Advisor for 2016 to 2019.
Sean also is a big believer in giving back to the community through his work with JAFCO as well as his support of the Friends of the Israel Defense Forces and the U of M’s athletic department.
Fetterman Wealth Management Group at Morgan Stanley, 1801 N. Military Trail, Ste. 300, Boca Raton, 561-620-5071, advisor.morganstanley.com/fetterman
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Source: Barron’s “Top 1,200 Financial Advisors,” March 16, 2020, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors list have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.
Source: The Financial Times 400 Top Financial Advisers is an independent listing produced annually by the Financial Times (April 2019). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither Morgan Stanley nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.
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