Sean K O'Kelly

CRPC, Vice President, Financial Advisor, Financial Planning Specialist

Contact Me
Sean K O'Kelly

MY MISSION STATEMENT

I strive to deliver the results my clients expect and seek to ensure that at every opportunity I am making a measurable difference and contributing to their financial success.

My Story and Services

Welcome

Throughout your lifetime, you’ll plan for many critical personal and professional milestones: building your own business, funding college for your children or grandchildren, living out your retirement years in style, supporting philanthropic commitments and finally passing on your wealth to your chosen heirs. All of these could pose a significant challenge too complicated to manage on your own. Addressing life’s wealth planning challenges and helping you make appropriate choices is my commitment to you and all my clients.

Access to Private Banking >

Services Include

  • Wealth Management
  • Asset Management
  • Cash Management
  • Financial Planning
  • Life Insurance
  • Long Term Care Insurance
  • Professional Portfolio Management

BM/Supervisor; Securities Agent: AK, AZ, CA, CO, FL, GA, ID, IL, ME, MI, MO, MS, MT, NJ, NM, NV, OR, PA, SC, TX, UT, VA, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1312661


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Location

Location

  • 3033 East 1st Avenue Suite 820
  • Denver, CO 80206


    Video

    Education

    Education

    • Chartered Retirement Planning CounselorSM, 2002 College for Financial Planning Denver, CO
    • BA - Economics, 1989 Principia College Elsah, IL
    • Financial Planning Specialist Designation
    • Series 7 - General Securities Representative
    • Series 63 - Uniform State Exam
    • Series 65 - Investment Advisory Agent
    • Life, Health & Variable Annuity Insurance Licensed
    • Long Term Care Insurance Licensed

    Experience

    Experience

    2002 - Present: Morgan Stanley*
    Vice President
    Financial Planning Specialist
    Cherry Creek, CO

    1994 - 2002: First Union Securities
    Vice President - Investment Officer
    Denver, CO

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Mosaic

    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.

    Ready to start a conversation? Contact Sean K O'Kelly today.

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    CRC 1369093   12/15

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