Frank Connelly

About Frank Connelly

As a wealth management professional with prior experience as an institutional investor and CPA (currently non-practicing at Wells Fargo Advisors), I bring a specialized set of skills, knowledge and insights to the high net worth families and business leaders I proudly serve. Over the past 30 years, I have developed a deep and thorough understanding of the world’s financial markets and how various economic conditions impact those markets. This experience enables me to help my clients understand the intricate details of their wealth, so I can develop customized solutions that address their specific goals, while managing market risk. At Wells Fargo Advisors, we believe in the importance of a planned solution to help our clients achieve their goals. This financial blueprint never fades. It is a vital tool to help them adapt to changing economic and market conditions, tax policy changes and other variables impacting their financial life. Outside of the office, I bring the same energy and focus that I give to my clients to the organizations and activities I enjoy. I am a lector at the St. Rose of Lima Parish in Freehold and am actively involved in the Notre Dame alumni associations. An avid fan of the Fighting Irish, I recently served on the University’s National Senior Alumni Board. This information is intended for use by residents of CA, CT, FL, GA, NJ, NY and TX Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

1. Financial Advisor at Wells Fargo Advisors

   Wells Fargo

   Jan 2022 — Present · New York, NY, US

   Upon graduating from the University of Notre Dame, I began my career as a Certified Public Accountant in the audit division of Arthur Andersen. It is here where I discovered my true calling for wanting to advise clients beyond their traditional tax and accounting needs. I joined Merrill Lynch as a Financial Analyst, while earning my MBA at New York University. Over the next 25 years, I worked at several global firms, including Goldman Sachs, Credit Suisse, First New York Securities and Montgomery Securities. With each new opportunity, I expanded my skills as an institutional stock trader. I became a Financial Advisor in 2014 to share my institutional knowledge with successful families who are often too busy to manage their finances properly.Today, I focus on what is most important to each family, often introducing them to more sophisticated alternative investment strategies.

Education

• University of Notre Dame

  Bachelor of Business Administration (BBA), Accounting

  1976 — 1980

• New York University - Leonard N. Stern School of Business

  MBA, Finance

  1983 — 1986