Sean Kelton, CFP®

Observer
DISC Type : ic

Partner, The Kelton Financial Group | Wealth Advisor, RJFS at Raymond James

Latham, New York, United States

Overview

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.

Personality Overview

Example Seeker

Assertive

Value Driven

They are generally strong communicators and are not easy to convince.  They are likely to ask many questions and look heavily for supporting information. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care 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.
Community Service
He is committed to giving back, having helped build a school in a rural Malawi village and now heading local admissions interviews for his alma mater.

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

See Now

Work History

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

Education

2010 - 2014
Bachelor’s Degree from Northwestern University
2007 - 2010
High School from Columbia High School

More Information

Social Presence :

Prographics :

Exp : 15 Location : Latham, New York, United States Job Level : N/A Designation : Partner, The Kelton Financial Group | Wealth Advisor, RJFS at Raymond James
URL has been copied!

Insights For Selling To Sean

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Focus on immediate action-items rather than the larger goals
  • Invite them for a social do but don’t rely solely on the relationship

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sean is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Sean

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Sean move?

  • They like to analyze well and then make their decisions.
  • Can Sean take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Sean

Personality Compatibility


Other Raymond James Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.