Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Sean Kelly, Senior Vice President and Wealth Management Advisor, has been in the financial services industry since joining Merrill Lynch Wealth Management in 1993. Sean is a Wealth Management Advisor that has assisted clients by managing their wealth through multiple complex market cycles. He focuses on advanced wealth strategies and portfolio construction for individuals & their families as well as for nonprofit foundations. With decades of experience, Sean has an extensive knowledge of the services offered by Merrill that allows him to help clients develop a financial strategy with actionable steps toward their unique goals.
Sean received his B.A. in Economics from the University of Pennsylvania and has completed several executive education courses through the Wharton School of Business. Sean holds the Series 7, 63 and 65 FINRA registrations and his Insurance licenses. Additionally he received the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in 2005 and is a qualified Portfolio Manager. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.
Sean resides in Shoreline with his wife, Lisa, and their three children. An avid fisherman, Sean is a member of the Tyee Club of British Columbia.
Sean follows the deep-seated Merrill tradition of participating in the communities we serve. He is a member of the Rotary Club of Everett. Among other volunteer work, Sean is a past board president of Everett's Schack Art Center, a local, admission-free visual art center dedicated to art for the enhancement of the community.
University of Pennsylvania
Our experts examine the forces that are changing the world – and how they may impact your life
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.