Sean Melican
Financial Advisor APMA®
Keystone Financial Group in Louisville , KY
Sean Melican is from Louisville, Kentucky. He graduated from the University of Louisville in 2018, while beginning his career at Ameriprise Financial in 2017. Sean enjoys working with clients holistically to develop a financial plan built for the individuals' financial goals. He has a passion for investment management, that is included in the planning process, to help mitigate risk along the way.
Sean holds his Series 7, Series 66, Kentucky Life and Health Insurance License, and Accredited Port
Experience
7 years
Specialties
Wealth Management, Tax Planning, Generational Wealth, Medicaid Planning using Trusts.
Licenses / Certifications
Series 7, Series 66, Life and Health, Accredited Portfolio Management Advsior
Education
BA in Communications University of Louisville
What inspired you to get into this line of work?
Helping my friends and family to be able to not just retire but understand how they can get to their goals.
What's one piece of insight you wish all families knew?
Building generational wealth is not hard. Irrevocable Trust to protect assets from Medicaid. CLT's to build assets but recieve tax deductions.
What excites you most about working with Addio families?
Helping families maximize their net worth and protect their assets.
Schedule a free consultation
Connect with Sean Melican and get answers to all your planning questions.