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Kelly Sheahan

Chief Executive Office, Co President, VP of Operations, Chief Compliance Officer and Financial Advisor

Calvert Wealth Management Inc

United States, Maryland, Dunkirk

About Me

Kelly is the Chief Executive Office, Chief Compliance Officer, a Financial Advisor at Calvert Wealth Management. In her role, Kelly manages the day to day functions of the company, while also helping clients to develop and implement their goals. She is passionate about her work and eager to guide clients to financial success. She joined the team in 2012 after graduating from University of Maryland, Baltimore County with a Bachelor of Arts in English. Kelly is registered with the International Association of Registered Financial Consultants as well as having her Accredited Investment Fiduciary from Fi360.

Profile Information

Chief Executive Office, Co President, VP of Operations, Chief Compliance Officer and Financial Advisor

Calvert Wealth Management Inc

Investment Team, Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Dunkirk

Maryland

United States

Aug 6, 2025

Work Experience

Calvert Wealth Management Inc

Chief Executive Office, Co President, VP of Operations, Chief Compliance Officer and Financial Advisor
Jan 2020 - Present
Email: kelly@calvertwealth.com

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