Sean Kelton, CFP® in

Sean Kelton, CFP®

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Partner, The Kelton Financial Group | Wealth Advisor, RJFS at Raymond James
📍 Latham, New York, United States

Sean Kelton is a Partner and Wealth Advisor at The Kelton Financial Group, affiliated with Raymond James. A Northwestern University alumnus with Series 7 and 66 certifications, his team was recently named to the 2026 Forbes Best-in-State Wealth Management Teams list.

He made a significant career pivot, transitioning from a Lead Manufacturing Engineer at GE Healthcare to a partner in a financial advisory firm.

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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

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Priorities

Topics Sean cares about

Achieving Financial Independence
His professional mission is to help others achieve their financial independence, as stated in his role description.
Wealth Management
His group, The Kelton Financial Group, has received multiple recent Forbes awards for excellence in wealth management.
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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

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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.

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