Sean Melican APMA®

About

I started my career in the financial services industry almost a decade ago as a planning assistant in Louisville, Kentucky. Prior, I worked for my family who ran a small local plant nursery in Louisville, spending many summers planting arborvitae in the July humidity and heat.


I have always had a passion for the complexities of the stock market and the possibilities that came with it. I began working with friends and family and during that time my passion grew far beyond just market analysis. I fell in love with helping people reach their goals and bettering their financial health. I became an educator and accountability partner to those people. I serve as an ongoing guide during their financial journey. Through referrals, my business has grown far beyond friends and family. I work with families on a generational level.


I have expanded my passion and focus to working with people who wish to better position their net worth. I work with clients to construct a tailored financial plan that incorporates tax and estate planning strategies and investment management. To help clients reach their respective goals, we focus on risk mitigation strategies that includes non-investment risk such as life events.


My passion for market analysis has led to me overseeing multiple investment strategies for Keystone Financial Group. I currently hold my Accredited Portfolio Management Advisor™ Designation, Series 7 registration through LPL Financial and my Series 66 registration through LPL Financial and Keystone Financial Group, LLC. I also hold my Kentucky Life and Health Insurance License.


I continue to live in Louisville, Kentucky with my wife (Alexys) and our two dogs: Knox (110 pound black lab) and Nala (6 pound Pomeranian.) As a family we enjoy morning walks, being outdoors, traveling and recreational sports including tennis and golf.

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