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.


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
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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