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Sean Kelley, CFP

Senior Vice President–Wealth Management

I am one of a select group of UBS Financial Advisors who has earned both UBS designations of Wealth Advisor and Portfolio Manager. As a Wealth Advisor, I am qualified to provide highly personalized wealth management services to a select clientele of individuals and their families, business owners and entrepreneurs, and corporate and trust fiduciaries. As a qualified Portfolio Manager, I have the necessary technical experience and analytical resources to successfully create, manage and monitor my client’s portfolios on a discretionary basis using my own four step process of wealth management.

Personal & Community

  • Has volunteered as Head Coach for various youth sports teams in town
  • United States Soccer Federation Certified Referee
  • Have served on the Board of Several Private Organizations in various capacities
  • Resident of Fairfield, CT with wife Nancy and daughters, Erin and Meaghan, and son, Thomas
Registered States:
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT
  • WA

Education

  • Bachelor of Arts in Mathematics and Economics, Wesleyan University
  • Financial Planning Certificate Program, Lubin School of Business, Pace University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Portfolio Manager
  • Wealth Advisor
8 Wright Street
3rd Floor
Westport, CT 06880
  • (203) 291-1038

Email Me

Focus on liquidity management

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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In invested assets globally 
As of 11/07/2023

51 countries

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