Sean Kelly

Sean is a Senior Vice President in the financial services group, where he concentrates on wealth accumulation and preservation with a specialization in estate and business continuation planning and executive benefit consulting for business owners and executives.

Sean helps mature businesses and public corporations by coordinating and making optimum use of business dollars in three critically important areas: executive benefits—Sean designs meaningful fringe benefit packages by creating a powerful economic incentive to remain with the employer; business disposition—he plans and funds the transfer of business owners’ interest to avoid unnecessary tax liabilities and assuring continuity; personal estate and financial planning—he creates tax efficient accumulation and preservation of personal and business assets, while minimizing estate and gift taxes.