Sean O'Kelly - Morgan Stanley Financial Advisor - Denver, CO
Morgan Stanley
Sean O'Kelly, CRPC
Vice President
Financial Advisor
Financial Planning Specialist
3033 East 1st Avenue
Suite 820
Denver, CO 80206
tel: (303) 316-5140
toll-free: (800) 965-6135 
fax: (303) 316-5149
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.
Associations
  • Arvada Hockey Association - Volunteer Coach
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Services
  • Wealth Management
  • Financial Planning
  • Estate Planning Strategies
  • Asset Management
  • Alternative Investments
Education and Licensing
  • Chartered Retirement Planning Counselor, 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
Honors and Recognition
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Business Experience
  • 2002 - Present: Morgan Stanley*
    Vice President
    Financial Planning Specialist
    Cherry Creek, CO
  • 1994 - 2002: First Union Securities
    Vice President - Investment Officer
    Denver, CO

Bulletin Board
  • Want a consolidated view of your financial life?  With OneView, you can organize all your account data in one place, regardless of where your accounts are held.  Learn More.

  • See January On the Markets from the Global Investment Committee featuring

    “Don't Expect an Encore” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., warns investors should not expect a repeat of 2017’s exceptional returns and unusually low volatility. Instead, gains are likely to be more modest. In entering the new year, he recommends lightening up on US stocks while increasing allocations to European and Japanese stocks. He also suggests getting out of high yield bonds, which he thinks have peaked for the cycle, and allocating the funds to short-term bonds, whose yields are on the rise

    “India's Multi-Trillion-Dollar Digital Opportunity” A digitization drive is under way in India that could have a large impact on stock returns, financial sector dynamics, consumption growth and e-commerce. Morgan Stanley & Co.’s India economists and strategists say, if successful, the digital campaign and associated reforms could turn India into the world’s third–largest economy within 10 years. 

    • “ETFs: Efficient, but Increasingly Complex” Matthew Bartolini of SPDR Americas Research and Michael Jabara of Morgan Stanley Wealth Management, both experts on exchange-traded funds, say that, while these investment vehicles are growing in popularity, they are also pursuing more complicated strategies. Investors considering using them need to pay attention to the details.

    • Plus, look for more on the economy, equities and bonds. 

  • Meet with me and our specialists to discuss valuable ideas and individually tailored wealth planning strategies to help you preserve your wealth

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

Sean O'Kelly holds the following registrations:
BM/Supervisor; Securities Agent: AK, AZ, CA, CO, FL, GA, ID, IL, ME, MI, MO, MS, NJ, NV, OR, PA, SC, TX, UT, VA, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1312661

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Awards Disclosures

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