Sean Kelly

Sean Kelly is a Senior Risk Advisor within our Private Client Practice. Understanding that risk assessment and risk management are integral to effective wealth management, Sean uncovers commonly overlooked risks and exposures for his clients. Working alongside tax and legal advisors, Sean delivers customized, sophisticated plans to provide affluent individuals and their stability and peace of mind.

In his current role, Sean helps clients with the critical aspect of wealth planning, focusing primarily on wealth preservation in estate and business continuation planning. As the leader of the firm’s Private Client practice, Sean utilizes his expertise in executive benefit consulting for professional practices, business owners and executives. As an advocate for his clients, Sean assists high net-worth individuals as well as closely-held business owners and their advisors to facilitate smoother transitions in their estate, philanthropic and business planning endeavors.

Sean joined the firm in 1994. Sean’s interest in philanthropy has been instrumental in raising funds and awareness for many charitable organizations and causes. These include several charities on both a local and national level, including the COVID-19 Evolving Community Needs Fund, Our Daily Bread, Franciscan Center, Rebuild Together, Fuel Fund and the American Cancer Society.