A thoughtful and logical advisor, Sean Kelton helps clients pursue their important objectives in life while helping them identify the imprint they’d like to make on the world. He and the team at The Kelton Financial Group collaborate in creating integrated wealth management plans specifically tailored to a client’s situation.
Sean works primarily with professionals such as corporate executives, doctors, and lawyers. He is keen on creating a roadmap for clients to help them achieve their financial goals which also fits within the constraints of their current lifestyle. Sean finds energy in scoring key wins to help maximize a persons’ overall wealth while helping to minimize their tax burden through creative financial planning strategies.
Sean joined the practice in 2017 after serving three years in various roles across the US at GE Healthcare in operations and engineering. He is currently studying for the Certified Financial Planner™ certification.
Sean graduated from Northwestern University with a bachelor’s degree in chemical and biological engineering. While an undergraduate, Sean was the president of Beta Theta Phi fraternity. In addition to his engineering studies, Sean also completed a Certificate in Managerial Analytics at Kellogg School of Management and a Certificate in Leadership from the Northwestern Center for Leadership.
Sean and his wife, Julia, enjoy hiking, traveling, brewing beer, trying new food, and attending music festivals. They welcomed their son, Connor, in August 2022. Sean loves watching football, particularly the New York Giants and his alma mater, Northwestern University. Sean is committed to community service, and currently heads the admissions interview process for Northwestern University in upstate New York. In the past, he traveled to Africa to help build a school in a rural Malawi village.
Sean Kelton was named to the 2024 edition of the Forbes list of Best in State Wealth Management Teams†.
† The 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.