Sean W. Hardy
Senior Vice President and Portfolio Manager with Hardy Wealth Partners
UBS Financial, Cleveland, OH
Before embarking on my financial services career as the new century dawned, I spent several years working for a privately-held industrial company led by a dynamic CEO and management team – which gave me a birds-eye view of the hopes and dreams, challenges and opportunities of a special breed – namely the entrepreneurs who would become the driving focus and passion of our financial business at UBS.
From my days on the client side, to my years at Merrill-Lynch, McDonald Investments and now UBS, I have focused on meeting a need that too often goes unmet in my profession – a need that transcends simply providing routine asset allocation and portfolio management. That’s why; I never begin by focusing on the numbers. Rather I take the time to truly understand their businesses, to learn what gets them going in the morning and, just as importantly, what keeps them up at night.
In so doing, I can secure the insights to help them better pursue both their financial and personal aspirations. I can shape a plan focused on retirement income for them and their employees. I can help them create sustainable structures for educational funding, charitable giving and estate planning. And I can help them access credit to expand their business, purchase a home, or care for a loved one.
I earned my bachelor's degree in business from Bowling Green State University which is also where I met my wife, Teresa. It was at Bowling Green that I learned the value of giving back having served there in several capacities. I continue that tradition on the boards of the Mayo Society of Cleveland, the Collaborative to End Human Trafficking, the Irish American Charitable Foundation, the Rock & Roll Hall of Fame & Museum's Rock Advisors, and Prayers from Maria. I have been named a 2020 Best-In-State Wealth Advisor for Ohio by SHOOK Research and Forbes. My wife and I live in Westlake.