Underwriters Brokerage Service is pleased to announce the addition of Sean Link, JD, as their Estate Planning Specialist, reinforcing the company’s position at the forefront of providing comprehensive insurance, business, and estate strategies to partnered advisors and their clients.
Sean joins Underwriters Brokerage Service by way of PNC Wealth Management in Pittsburgh, where he specialized in fiduciary administration and estate planning for high-net-worth clients. During his successful tenure at PNC, Sean worked extensively with trusts, estates, and financial plans, and he translates that experience into objective results for clients.
“I am excited to join Underwriters Brokerage Service and oversee the creation of the Estate Review process. In this ever-evolving landscape, estate reviews are more important than ever, and Underwriters Brokerage is very timely in recognizing the need for this valuable service. I look forward to helping advisors and their clients address the “what” and the “how” of estate planning, and moreover get to the heart of the “why” behind their legacies.”
Mark Rosen, CLU, president of Underwriters Brokerage Service states, “Our goal has always been to assist financial advisors and insurance agents with enhancing their most important client relationships as well as protecting those relationships from competition. Adding Sean and his estate planning expertise to the Underwriters team helps significantly expand our capabilities in this regard.”
Sean was a fiduciary advisor with PNC Wealth Management for four years, and before that was a trial attorney with the Allegheny County Office of the Public Defender. He earned a Bachelor of Arts, cum laude, from Allegheny College and his Juris Doctorate from the University of Pittsburgh.
Underwriters Brokerage Service is a premier Brokerage General Agency based in Pittsburgh, PA, and is a founding member of LIBRA Insurance Partners, the nation’s largest independent life insurance distributor. The company’s website at https://www.ubsnet.com contains additional information, contact details and resources.
Sean can be reached at sean.link@ubsnet.com or 412-281-0600 ext. 125
