Sean Polley

Go-getter
DISC Type : d

Managing Director at Polley Family Office

Orlando, Florida, United States

Overview

Sean Polley is the CEO and Private Wealth Manager at Polley Wealth Management, where he provides fiduciary counsel to high-net-worth families. A University of Florida finance graduate, he holds certifications as a Chartered Wealth Manager and a Certified Kingdom Advisor, reflecting his expertise in integrating faith-based values with financial strategy.

Born and raised in Winter Park, Florida, Sean is deeply rooted in his community. He is a member of Crossroads Impact Church and the National Association of Christian Financial Consultants. He and his wife, Krisztina, are raising their son, Keaton, in the same community where he built his career.

He has been nominated for the Orlando Business Journals "Forty Under 40" and recognized as a Top Wealth Manager in Orlando.

Personality Overview

Self-Confident

Vision Oriented

Direct & Candid

They can be nudged to make faster decisions by offering what they value.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Faith-Based Investing
As a Certified Kingdom Advisor, his practice is centered on aligning clients' wealth management with their core values and religious convictions.
Financial Coaching
He is a Dave Ramsey Solutions Master Financial Coach, indicating a passion for educating and empowering others in their financial lives.
Fiduciary Counsel
He emphasizes providing independent, fiduciary advice with no conflicts of interest, a core philosophy of his firm, Polley Wealth Management.

Media Appearances

Polley Wealth Management Launches Game‑Changing Fiduciary Platform. Featured in Yahoo Finance

See Now

Work History

1-2024
Managing Director at Polley Family Office
1-2020
President & CEO at Polley Life
9-2019
Private Wealth Manager - Family Office Director at Polley Wealth Management
4-2017 - 9-2019
Vice President - Private Financial Advisor at SunTrust Private Wealth, SunTrust Investment Services, Inc.
8-2013 - 4-2017
Vice President - Private Client Advisor at JPMorgan Chase Bank, N.A.

Education

Bachelor of Science from University of Florida
Certified Kingdom Advisor from Indiana Wesleyan University

More Information

Social Presence :

Prographics :

Exp : 24 Location : Orlando, Florida, United States Job Level : Mid-senior Designation : Managing Director at Polley Family Office
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Insights For Selling To Sean

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Highlight the competitive differentiation of your product
  • Be crisp while making the pitch

DONT's

  • Avoid repeating yourself or making generalizations
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sean is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Sean

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Sean move?

  • Their decision making speed is somewhere in the middle.
  • Can Sean take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Sean

Personality Compatibility


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