Sean Kelly
With over 30 years of advising experience, Sean is a Senior Vice President, Wealth Management Advisor, and founder of Kelly, Frauenholtz & Associates. Serving individuals, families, and nonprofit organizations, Sean supports his accomplished clientele by implementing deliberate investment strategies to work toward their financial goals.
A firm believer that no two people or portfolios are the same, Sean is attuned to the distinctive needs of the clients he serves, including business owners, executives, multigenerational families, and nonprofit institutions. Within his team, Sean focuses on portfolio design, tax-intuitive investing, and charitable giving strategies. He believes the range of capabilities offered by Kelly, Frauenholtz & Associates differentiates their services. These include access to alternative investments, pre-business-sale planning, and customized lending for a vast array of client needs, including financing opportunities through Bank of America.
Sean joined Merrill in 1993 after receiving his bachelor’s degrees in economics and European history from the University of Pennsylvania. A second-generation Merrill Advisor, he is proud of his team’s legacy of service. Committed to professional excellence, Sean holds the Certified Investment Management Analyst® designation and the Certified Private Wealth Advisor® designation from the Investments and Wealth Institute.
Sean is an involved member of the Rotary Club of Everett and serves on the Board of Trustees for the Snohomish Education Foundation. He and his wife Lisa have three adult children and reside in Snohomish. Outside of the office, Sean enjoys fishing, kayaking, and spending time outdoors in remote British Columbia.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
