Sean Kelly is a Senior Vice President, a Wealth Management Advisor, and the founder of The Kelly Wealth Management Group at Merrill. Sean offers the knowledge he has gained from more than three decades as an Advisor, helping individuals, families, and institutions implement a more strategic and deliberate approach to their wealth. He and his team advise an accomplished clientele, helping them weigh their priorities, make their investing more efficient, and chart a more direct path to their goals.

Sean is attuned to the distinctive needs of the clients he serves, including business owners, executives, physicians, multigenerational families, and nonprofit organizations. Some are first- or second-generation immigrants pursuing their distinctive vision of the American dream. Others are looking for greater oversight and coordination for their wealth. Whatever a client’s background, they often nurture an innate optimism and forward-looking perspective. Sean prizes the opportunity to get to know clients very well, developing a mutual closeness that deepens over time. Client referrals are his primary source of new relationships—a fact that spurs his continuing desire to honor that trust through his diligence and hard work.

Within his group, Sean focuses on team leadership, portfolio design, tax-sensitive investment management, and charitable giving strategies. He points to the team’s broad suite of capabilities as a differentiating factor, including its access to alternative investments, pre-business-sale planning and structuring, and customized lending for a variety of needs, including marine, air, art, and specialty real estate financing through Bank of America. Thorough by nature, Sean looks to help clients “own the right things in the right places.” He is skilled in helping clients assess their relative ranking of priorities, so they can have a clear-eyed view of the possible ways to accomplish a desired goal. Clients, he believes, value the time and attentiveness he devotes to each relationship. He, in turn, is proud to support clients in deriving greater satisfaction and fulfillment from their wealth.

Sean joined Merrill in 1993 after earning his Bachelor’s degrees in Economics and in European history from the University of Pennsylvania, where he was a member of the rowing team. A second-generation Merrill Advisor, he is proud of his team’s deep legacy of service, touching the lives of matriarchs and patriarchs through Millennials and Gen Z. 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 and has continued his executive education through the Wharton School of Business.

Sean is a member of the Rotary Club of Everett and is active with its community initiatives. He and his wife, Lisa, reside in Richmond Beach with their daughter and two sons. In his free time, Sean likes to combine his love of sports and nature, particularly fishing and kayaking. He welcomes the opportunities to trade notes about great destinations for either pastime, near or far.

##### *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.