Sean Mackey is a private wealth advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Charlotte, North Carolina.

As an experienced wealth advisor to individuals, families, and businesses, Sean uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Sean and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Before joining Blue Trust, Sean worked as a financial planner at a private wealth firm in Williamsburg, Virginia.

Sean graduated from Liberty University cum laude with a BS in business administration and a concentration in financial planning. He is a CERTIFIED FINANCIAL PLANNER® certificant.

Active in his community, Sean is a member of his local church and leads a Kingdom Advisors study group in Charlotte. He enjoys traveling, biking, reading, and hiking in his spare time and is an avid pickleball player.

Sean lives in Charlotte, North Carolina.

Testimonials

 
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Having known Sean for several years, we find him to be genuinely concerned for us as clients and as friends. We trust Sean’s wisdom to guide us financially from a Christian viewpoint. He has held us accountable, in a gentle way, to do some important tasks we might not have done otherwise.

Mary & Bob A.Hollywood, SC

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Patsy and I first met Sean in 2018, shortly after he joined Blue Trust. The relationship with Sean exhibits an open confidence in his personal and professional abilities. We have grown in our trust in Sean as a life advisor and someone we are planning to have in our future together. Whether an investment, tax planning, or lifestyle decision, we know that Sean can be counted on to provide the right direction.  Sean has become a true partner in our faith, stewardship, and generosity.  As we look forward to negotiating the likely sea of change in our lives, we can rely on Sean’s personally modest and expert professional approach.

Patsy & John M.Asheville, NC

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I am thankful for the help/advice I have received from Sean and the entire Blue Trust team. Sean has wisdom, training, and experience in areas where I feel deficit and insecure in making decisions. As a single senior woman, working with Sean gives me peace of mind and heart as I trust his wise advice, especially in areas where I do not have experience. In addition, Sean is very likable and easy to talk to, so working with him is a pleasure.  Also, I feel confident that Sean’s values and goals are similar to mine: To love people and to honor God with the gifts He has blessed me with.

Diane M.Greer, SC

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Over the past seven years, Sean has become a trusted financial and personal advisor to our family. He is insightful, always responsive to our needs, and very caring. Sean’s support and guidance have been invaluable in crafting our plans and giving us confidence and peace of mind. We are grateful for the impact he has had on our lives.

Kathy & Todd M.Charlotte, NC

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Sean Mackey blesses our lives, financially and personally! He helps us think through the most important financial decisions, but his quick personal responses to our questions and concerns have been of equal importance.

Nora & Duke H.Rome, GA

Resources

Stocks, Bonds, Bears, and Bulls — Oh My!

In Like a Lion out Like a _______?

Unique Financial Challenges Women Face

Stocks, Bonds, Bears, and Bulls — Oh My!

In Like a Lion out Like a _______?

Unique Financial Challenges Women Face

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 12/31/24 and subject to change.
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