Sean Roth

Sean Roth, Financial Advisor
Sean and Aimee
Sean Coaching
Sean Roth
Financial Advisor
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Sean approaches his role as a financial advisor with a coach’s mindset.

He dedicates himself to empowering couples and families to make informed decisions, build confidence, and transform challenges into stepping stones toward financial well-being. Sean believes financial planning is not a one-size-fits-all endeavor. As a member of the Morton Brown Family Wealth team, Sean builds customized portfolios and financial plans to help clients reach their unique vision for the future.

After receiving his B.S. in Finance from East Stroudsburg University, Sean was committed to growing his career in the Lehigh Valley. Prior to joining Morton Brown Family Wealth, he gained experience on a few local advisory teams where he honed his financial planning skills and built lasting client relationships. He is also a local real estate investor, an entrepreneurial experience offering hands-on experience with strategic decision-making and diverse investment opportunities. Sean chooses to give back to the community in which he lives as a member of the Whitehall Lions Club.

Sean is currently working toward obtaining his CERTIFIED FINANCIAL PLANNER™ designation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Out of the office

As a former All-American athlete, Sean’s passion for coaching extends to mentoring young athletes as the Offensive Coordinator for Salisbury High School. Off the field, he enjoys spending time with his wife Aimee, and their three dogs.