Kayla Connelly

About Kayla Connelly

I am a vibrant, intelligent, and team-oriented young adult with a passion for financial markets, who will one day change the world. I am currently a Senior Financial Advisor at LPL Financial. I previously worked at Tradeweb Markets as a Market Support Specialist. I previously interned as a Client Services/Administrative Intern at Alexis Advisors. I am a 2017 Women’s Bond Club Scholarship Winner and current member. I enjoy making connections and engaging in conversation to build upon my experiences and expand my knowledge. I love to travel and I am an intermediate Spanish speaker.

Experience

1. Senior Financial Advisor

   LPL Financial

   Oct 2025 — Present · Houston, TX, US

   Deliver comprehensive, tailored financial advice to over 100+ clients by analyzing short- and long-term goals and designing customized investment and planning solutions across education, tax, estate, and asset allocation• Manage and deepen relationships within a large national client base with over $1B AUM through proactive outreach, virtual and phone meetings, and ongoing portfolio reviews to drive retention and asset growth• Maintain operational excellence and regulatory compliance by overseeing client servicing, risk mitigation, fraud prevention, and interdepartmental coordination• Leverage structured training, coaching, firm resources, and field-based experience to build advisory expertise, enhance high-quality professional client experience and strengthen client trust and long-term relationships

Education

• New Jersey City University

  Master of Science - MS, Financial Technology

• University of Richmond - Robins School of Business

  Bachelors, Business Administration, Finance

  2017 — 2021