Sean Kelly began his career with Raymond James at the age of 16 years old. As an intern, he learned to appreciate the importance of world-class capabilities as well as the value of human relationships. Over two decades later, his passion for people and finance has grown exponentially. Today he seeks to provide clients with a sense of well-being not simply through skill and a broad range of investment products, but by making the financial planning process a positive, personal experience.
Since day one Sean began investing heavily in his professional education. As a result, he is a Certified Financial Planner™ professional and a Certified Investment Management Analyst SM professional. To become a CFP® professional one must meet the experience requirement, complete significant education coursework, pass a rigorous two-day examination and uphold ongoing ethics requirements. Focusing primarily on portfolio management theory, the CIMA ® program requirements are extensive. Included are the passing of a qualification exam, the attendance of classes at the Wharton School at University of Pennsylvania, passing a second exam, and finally passing the Certification Exam. Sean strongly believes this specialized education enables him to successfully serve the clients of St Pete Wealth Management. Sean is currently a Level 3 candidate for the Chartered Financial Analyst ® designation and hopes to earn the CFA® designation in summer of 2017.
A leader in the community, Sean is serving his third three-year term as the elected citizen trustee for the city of St. Petersburg Employees' Retirement System. He is one of five trustees acting as fiduciaries for more than 1,000 city employees where he is responsible for investment management of hundreds of millions in pension assets as well as overseeing retirement and disability hearings for the residents of the city of St. Petersburg. Some of Sean's other community involvement includes the Police Athletic League (PAL) of St. Petersburg, Morton Plant Mease Foundation's Financial Counseling Services, and the Hospice of the Florida Suncoast.
Sean graduated from Flagler College, where he earned a basketball scholarship, with a degree in both business administration and economics. After spending time traveling the country as a professional musician, he chose to put down his guitar and settle in St. Petersburg, where he presently resides with his wife, Jennifer, a Tampa native, area executive and USF alumna. They are the proud parents of three wonderful children named Declan, Kieran and Riley. Free time for the young couple typically includes dog parks, movies, boating, golf and travel.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks Certified Investment Management Analyst SM,” “Investment Management Consultants Association SM,” and “IMCA®.” Use of CIMA® or Certified Investment Management Analyst SM signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.