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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:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA


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


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

Email Me

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