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Neil Connolly



Neil Connolly provides comprehensive financial planning for individuals and families in all stages of their lives. Neil focuses on using goal-based financial planning to reveal common issues which can be overcome by using a comprehensive wealth management approach.

Neil brings 25 years of experience both as an advisor and a branch leader at TD Ameritrade and Charles Schwab. He has a passion for working with clients to achieve financial independence with a keen interest in tax reduction or elimination strategies and legacy planning for future generations. 

In 2017, Neil earned his CERTIFIED FINANCIAL PLANNER™ professional designation as a testament to the wealth planning process and acting as a fiduciary asset manager for his clients.

Neil was born in Boulder, Colorado, and attended The University of Colorado, Boulder. Neil, his wife Christine, and son Declan are Colorado natives and are now proud to call Overland Park, KS home. The Connolly’s are proud of their new hometown, and they feel like Kansas City is the best place to live and raise a family. 

In his free time, Neil enjoys spending time with his family, traveling, and revisiting the Colorado ski slopes.

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Meet The Team

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Explore Your Financial Future With Neil

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