Stephen Sear
Senior Director, Wealth Management
From professional golfer to personal wealth manager, Stephen has established two careers of distinction.
From professional golfer to personal wealth manager, Stephen has established two careers of distinction – first as a PGA Tour competitor and now as a trusted financial advisor. Since 2002, he has helped individuals, families, and business owners navigate estate planning, retirement strategies, and comprehensive wealth management.
Stephen began his financial career at Merrill Lynch and Morgan Stanley before transitioning to independent advising at Enso Wealth Management, where he found true fulfillment in guiding clients toward their financial goals. Enso Wealth Management was acquired by Choreo, where Stephen currently is a Senior Director of Wealth Management. His expertise lies in preserving and growing wealth through sound investment strategies, proper diversification, and family wealth planning. He takes a transparent, cost-effective approach to managing assets, ensuring his clients feel confident about their financial future.
Before wealth management, Stephen was a Class A “PGA” Professional and Master Instructor with the Jim McLean Golf School. He spent the final years of his golf career competing on tours worldwide, including the PGA Tour. Now based in Northern Nevada, he enjoys life with his wife and four children.
PROFESSIONAL AFFILIATIONS & DESIGNATIONS
- Series 66 license
- Life, Health and Variable Annuity Insurance License
EDUCATION
- B.A., Communications, University of Southern California
