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.
  • Arvada Hockey Association - Volunteer Coach
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  • 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
  • See March On the Markets from the Global Investment Committee featuring

    “Listening Closely” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says to trust your fundamental analysis and investment thesis, but verify it by listening closely to what the market is saying. 

    “Regime Change" When the stock market had a swift 10% correction last month, investors could find no shelter in bonds or the dollar, which are both typically safer places to be. That’s another signal that there’s been a regime change in the markets, writes Lisa Shalett, head of Wealth Management Investment Resources and Head of Investment & Portfolio Strategies for Morgan Stanley Wealth Management.  

    • “Thematic Investing Takes a Holistic Approach” Thematic investing is a way to access investment opportunities that span multiple sectors and disciplines. Scott Helfstein, PhD, a senior investment strategist for Morgan Stanley Wealth Management, explains how it works. 

    • 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, MT, 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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Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

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