PRESIDENT / REGISTERED INVESTMENT ADVISOR
Seamus Caulfield is an independent financial professional. Years of experience working with some of the top financial firms in the country, coupled with a sincere desire to help people protect their retirement, all contribute to Seamus’ personal integrity and dedication to improving the lives of his clients.
Seamus’ career began in 1993 on Wall Street as a stockbroker with Smith Barney. After this he was recruited by UBS/Paine Webber and gained insight into the industry, realizing the true impact he could have on people’s lives. Soon after, Seamus made the decision to become independent so he could provide his clients with individually tailored financial guidance.
“It’s my mission to give my clients the reassurance they need to live their lives with confidence,” Seamus said. “If your financial situation isn’t balanced, then the other aspects of your life can suffer. I help my clients create a plan so that they can rest easy and enjoy what’s most important to them.”
As President of Shamrock Financial Services, Seamus leverages nearly 20 years of experience in financial services to match investments with his clients’ unique needs and goals.
Seamus is a Series 7 and 63 Registered Representative and a New York, New Jersey and Florida licensed insurance agent. This gives him the education and experience required to offer virtually every type of financial vehicle. These qualifications allow Seamus to provide his clients with financial guidance truly unique to their personal situation.
Although he is originally from a small community in County Roscommon Ireland, Seamus has strong roots in New York, and has lived in the United States for nearly 30 years. Seamus is dedicated to family values and has been married to his wife Bernadette, a New York native, for more than 27 years. Together Seamus and Bernadette raise their three children, Erin, Conor and Shannon.