Sean Patton
Senior Vice President at OneDigital | Rochester, New York, United States
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As the Senior Vice President at OneDigital Retirement + Wealth, Sean Patton leverages his extensive expertise in fiduciary advisory services to guide retirement plan sponsors and fiduciaries in navigating the complexities of ERISA compliance. With a robust background that includes his previous role as a Partner and Senior Consultant at Westminster Consulting, Sean has honed his skills in investment research, asset allocation, and defined benefit and contribution plans. His transition to OneDigital following the acquisition of Westminster Consulting in 2021 has allowed him to expand his influence and enhance the suite of services offered to clients.
At OneDigital, Sean is at the forefront of key projects that focus on delivering tailored investment advisory services to a diverse range of clients. His commitment to providing incomparable fiduciary advice is evident in his strategic approach to pension funds and retirement planning, ensuring that clients not only meet their regulatory obligations but also optimize their investment outcomes. Sean’s proficiency in financial services is complemented by his Series 7 certification, which underscores his deep understanding of the investment landscape.
In an ever-evolving industry, Sean remains dedicated to empowering clients through thoughtful counsel and innovative solutions. His passion for helping organizations fulfill their fiduciary responsibilities while achieving their financial goals positions him as a trusted leader in the retirement and wealth management space. As he continues to drive impactful initiatives at OneDigital, Sean is committed to fostering a culture of excellence and integrity in all aspects of retirement planning.
Senior Vice President at OneDigital in April 2021 to Present
Partner at Westminster Consulting, LLC in February 2003 to April 2021
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Investments
Asset Allocation
401k
Investment Advisory
Investment Strategies
Defined Benefit
Retirement Plan Consulting
Pensions
ERISA
Fiduciary Governance
Retirement Planning
Series 7
Employee Benefits
Defined Contribution
Fiduciary
Profit Sharing
Qualified Retirement Plans
Investment Advisory Services
Alternative Investments
Finance
Financial Services
Retirement
401(k) Retirement Savings Plans
Pension Funds
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Discover more about OneDigitalWhat is Sean Patton email address?
Email Sean Patton at [email protected]. This email is the most updated Sean Patton email found in 2026.
What is Sean Patton phone number?
Sean Patton phone number is +15857218741 and +17165490759.
How to contact Sean Patton?
To contact Sean Patton send an email to [email protected]. If you want to call Sean Patton try calling on +15857218741 and +17165490759. (updated on November 04, 2024)
What is Sean Patton net worth?
Sean Patton has an estimated net worth of $150,000 to $249,999
What company does Sean Patton work for?
Sean Patton works for OneDigital
What is Sean Patton's role at OneDigital?
Sean Patton is Senior Vice President
What industry does Sean Patton work in?
Sean Patton works in the Insurance industry.
Sean Patton Email Addresses
Sean Patton Phone Numbers
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