Now’s the time to have the bull at your back, with Merrill.

Now’s the time to have the bull at your back, with Merrill.

Merrill believes the future is bullish, even in the most unpredictable of markets. To see you through uncertainty and help you to find opportunities, we invite you to check out the latest investment insights from our Chief Investment Office.

Learn more

Sean P Kelly, CPWA, CIMA

Senior Vice President
Financial Advisor
Learn more about an advisor's background on
FINRA's BrokerCheck

Merrill Lynch
Wealth Management

Whatever your personal goals may be, my team and I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you.


 Click here to visit my team's website.

Profile

Sean approaches each client with a can-do attitude driven by his belief that there may be something he can do on a daily basis to improve their lives.

As an avid fisherman and outdoor enthusiast, Sean sees a parallel between nature and his approach to working with clients.  Growing up in the Northwest, Sean cultivated a nursery full of shade trees.  Their variety in fall and the light they let in during dark northwest winters was part of an annual cycle that reminds him of the importance of renewal and diversity. Sean is not one to sit still and be complacent with past performance. And although he has historical perspective and exercises patience, each year he is excited to re-examine your goals and look at your strategy with a fresh point of view.

Since joining Merrill in 1993, Sean has committed himself to help individuals, families and non-profits navigate the different stages in their lives with customized financial strategies to pursue multiple objectives simultaneously. As a portfolio manager, Sean 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 holds FINRA Series 7, 9, 10, 63 and 65 registrations and insurance licenses. He holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations from the Investment and Wealth Institute™ (formerly IMCA).

Sean is a graduate of the University of Pennsylvania with Bachelor’s degrees in economics and European history and has completed several executive education courses through the Wharton School of Business. Sean and his family reside in Richmond Beach and he is active in the Rotary Club of Everett.

  • LANGUAGES

    English

  • EDUCATION

    University of Pennsylvania

Professional Staff

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.

Additional Resources

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.

Bryant Wolfson

Alternative Investments Sales Desk Specialist

Bank of America, N.A.

Bill Grey

Structured Credit Executive

Bank of America, N.A.

Inga Fetsek

Wealth Management Banking Specialist

Merrill

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

Placing the investor at the center of the wealth management process while maintaining a market focus is how I assist through difficult financial transitions and decisions that occur in their lives. I take the time to ask hard, smart questions and listen carefully to understand exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design, implement and periodically review a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. As your life and the markets change, we will meet to track and adjust strategy, as needed.

Philosophy

Life is always changing and growing more complex. Your needs and priorities specific to your family, work, health and home are continuously evolving. And since your finances are so deeply connected with the rest of your life, an investment approach that is specific to your unique situations can be helpful. Even if you’re accustomed to managing your wealth on your own, you may find value in having a relationship with someone who understands your priorities and who has the knowledge and resources to help you make more informed decisions, no matter where in your life you are.

Approach

I believe an effective approach to wealth management requires working closely with you to help identify and define your goals.

My  job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.

My approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.

Capabilities

I have the experience, knowledge and tools to fully understand each client’s current financial situation and to help them create potential solutions designed to pursue their short- and long-term objectives. I offer a range of capabilities, including retirement income planning and potential wealth transfer solutions from Merrill and access to estate planning services and philanthropic solutions through Bank of America.

Digital Tools for Clients

We’re here to help you pursue your goals — and to make your busy life a little easier. With MyMerrill, you can access your investment accounts how, when and where you want to. MyMerrill Features include:

  • Information about your Merrill account(s) such as holdings, unrealized & realized gains/losses, account activity, statements, etc.
  • Research & insights from Merrill’s industry leading research team.
  • Secure Inbox for sharing information & documents electronically with our team.
  • e-Signature for signing various documents and forms.
  • Real-time quotes, watch lists & alerts.
  • Money transfers between your various accounts at Merrill and Bank of America (including bill pay features).
  • Authorizing 3rd Party, read-only access to your accounts (helpful for sharing pertinent information with CPAs & Attorneys).
  • Additional security features.
  • MyMerrill Mobile App (available on Android, iPad and iPhone mobile devices).
    ​

Here are some links to help you understand how the features work:


*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms (https://www.institutionalinvestor.com/article/b1wd0s3lfckz51/JPMorgan-Is-the-World-s-No-1-) in 2021 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC (https://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor (https://www.institutionalinvestor.com/research/11569/Methodology). Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    DigitalMerrill2.png 
    Transcript of Video
    #DigitalMerrill

    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Request Appointment

      Articles

      DISPLAYING:

      Market briefs

      SECURE Act 2.0 offers powerful new ways to save more for retirement

      #WomenInvested Tips

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


      MLBrochure.png        

      We put you first, every day.
      Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.


      Anthem video thumb.jpg 
      Transcript of Video 

      No question too big or moment too small

      For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.