Stephen Sear
Senior Director, Wealth Management
From professional golfer to personal wealth manager, Stephen has established two careers of distinction.
Stephen has worked in wealth management since 2002. He served as a financial advisor for both Merrill Lynch and Morgan Stanley before joining the former Enso Wealth Management firm (now part of the Choreo family) in 2020.
Before wealth management, Stephen was a Class A “PGA” Professional and Master Instructor with the Jim McLean Golf School. The last three years of his previous career were spent playing in tournaments on tours worldwide, including the PGA Tour.
He lives with his wife and four children in Northern Nevada.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Series 66 license
- Series 7 license
- Life, Health and Variable Annuity Insurance License
EDUCATION
- Bachelor of Business Administration, UC Santa Barbara
- Associate of Arts – AA, Economics / Accounting
