Sean Fetterman 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. The Fetterman Wealth Management Group was named to 2024 Forbes Best-in-State Wealth Management Teams.
“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 help ensure our clients do not make poorly timed decisions based on emotions,” says Adam, Financial Advisor and Senior Portfolio Manager.
Sean and Adam are nationally recognized, seasoned advisors having both been named to Forbes Best-in-State Wealth Advisors for 2023-2025. Sean has also has been named to Barron’s Top 1,200 Financial Advisors in the U.S. for 2023-2024 and featured in Forbes 2023 America’s Top Wealth Advisors.
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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2023-2025 Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2023, 2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2023-2024 Barron’s Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron’s Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2023-2024). Data compiled by Barron’s based on 12-month period concluding in Sept. of the year prior to the issuance of the award.
2024, 2025 Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (Awarded 2024, 2025). Data compiled by SHOOK Research LLC based on 12-month time period concluding in March of year prior to the issuance of the award.
For more information on award methodology and criteria: https://www.morganstanley.com/disclosures/awards-disclosure.html
Morgan Stanley Smith Barney LLC. Member SIPC.
For more details on our team members please visit our website.
CRC 4427551 4/25
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