Sean Kelton, CFP® in

Sean Kelton, CFP®

Login to view DISC.
Partner, The Kelton Financial Group | Wealth Advisor, RJFS at Raymond James
📍 Latham, New York, United States

Sean Kelton is a Partner and CERTIFIED FINANCIAL PLANNER® professional at The Kelton Financial Group, affiliated with Raymond James. A Northwestern University chemical engineering graduate, he specializes in creating integrated wealth management plans for professionals. His team was recently named to the Forbes 2026 list of Best-in-State Wealth Management Teams.

Outside of work, Sean and his wife, Julia, enjoy hiking, traveling, brewing beer, trying new foods, and attending music festivals. A dedicated community member, he has traveled to Malawi to help build a school and currently leads the Northwestern University admissions interview process for upstate New York.

Before his finance career, Sean was an operations and engineering professional at GE Healthcare.

Read the full overview →
Experience
15 Years
Current Role
Partner, The Kelton Financial Group | Wealth Advisor, RJFS
Location
Latham, New York, United States
Personality Overview

How Sean shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Sean cares about

Wealth Management
As a Partner and CFP®, he creates tailored wealth management plans. His team was recognized on the 2026 Forbes Best-in-State Wealth Management Teams list.
Creative Financial Planning
Focuses on maximizing clients' overall wealth while helping to minimize their tax burden through innovative financial planning strategies.
+5 more topics Login to view topics
Career

Work history

9-2019
Partner, The Kelton Financial Group | Wealth Advisor, RJFS
Raymond James
8-2017 - 9-2019
Partner, Financial Advisor
Northwestern Mutual
11-2016 - 8-2017
Lead Manager - Manufacturing Engineer
GE Healthcare
3-2016 - 10-2016
Manufacturing Engineer
GE Healthcare
9-2015 - 2-2016
Materials & Logistics Specialist
GE Healthcare
In the press

Media appearances

Sean Kelton - Raymond James Financial Services - Forbes Profile. Featured in Forbes
See now
Raymond James Adds Teams Across US. Featured in Family Wealth Report
+1 more appearances Login to view media
Education
2010 - 2014
Bachelor’s Degree
Northwestern University
2007 - 2010
High School
Columbia High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Raymond James Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Sean. Free, 10 seconds.