Sean Kelley, Cfp®
About Sean Kelley, Cfp®
Sean Kelley, CFP®, is a Senior Vice President of Wealth Management at UBS Financial Services, Inc., where he has worked since 1997. He specializes in personalized wealth management services and collaborates with a multidisciplinary team to meet the financial goals of his clients.
Work at UBS
Sean Kelley has served as Senior Vice President in Wealth Management at UBS Financial Services, Inc. since 1997. With over 27 years of experience in this role, he focuses on providing personalized wealth management services tailored to the unique financial goals of a select clientele. His office is located at 300 Post Road West, Westport, CT 06880. Kelley's approach includes collaborating with a multidisciplinary team to ensure comprehensive financial planning that meets the diverse needs of his clients.
Education and Expertise
Sean Kelley earned a Bachelor of Arts degree in Mathematics and Economics from Wesleyan University, where he studied from 1981 to 1985. His educational background provides a strong foundation for his expertise in financial services. He is licensed to provide financial services in 26 states across the United States, including major markets such as Arizona, California, and New York.
Background
Before joining UBS, Sean Kelley worked at Merrill Lynch as a Senior Financial Advisor from 1985 to 1997, accumulating 12 years of experience in the financial services industry. This background has equipped him with extensive knowledge and skills in wealth management, enabling him to effectively serve his clients' financial needs.
Financial Planning Approach
Sean Kelley utilizes a multidisciplinary team approach in his wealth management practice. He collaborates with trust and estate attorneys, tax accountants, and insurance professionals to address comprehensive financial planning needs. This collaborative strategy emphasizes the importance of developing and delivering tailored financial services and solutions to effectively pursue clients' financial goals.