Wealth Advisor
Neil Connolly, CFP®
"Markets and tax law change. Great planning anticipates change instead of reacting to it."
About
Born and raised in Colorado, I've always believed that meaningful financial guidance starts with truly understanding people — their stories, their values, and their vision for the future. I began my career with Charles Schwab in 1999 and moved to the Denver Tech Center TD Ameritrade branch in 2005, ultimately becoming the branch manager in 2017. After the Schwab–TD Ameritrade merger, I led the Kansas City and Wichita branches beginning in 2022. Today, I've returned to what I love most: financial planning that empowers individuals and families to bring their aspirations to life. My family and I call Overland Park, Kansas home, where we enjoy travel — especially back to Colorado — along with skiing, water sports, and time spent exploring.
Certifications
- Certified Financial Planner™ — CFP Board
