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

Email Me

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Support and resources

The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.

Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.

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