We serve successful individuals, families, and business executives by defining their most important financial goals, crafting a plan in pursuit of these goals, and executing to help make our clients aspirations a reality.
Jack is a constant advocate for his clients' financial well-being and focuses on finding investment management solutions that parallel their goals. He has over 30 years of experience in this industry, navigating financial markets and providing clients with clarity when tackling important financial decisions.
Jack earned his BBA and MBA degrees from James Madison University. He was also a Division I basketball player and team captain. For over 20 years, Jack continued to dedicate time to the sport by coaching many grade school and high school basketball programs in the DC area. His team-oriented mindset filters through all facets of his life, including his role as Financial Advisor.
Jack serves on the Board at Washington Jesuit Academy. He and his wife, Katherine, raised their 4 children, Caroline, Will, John, and Margaret, in Chevy Chase, Maryland.
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, NC, NJ, NY, OH, OK, PA, SC, SD, TX, VA, VT
Kevin serves successful individuals, families and business executives by providing financial planning and asset management services that align with their goals and aspirations. As the oldest of 7 siblings and a father of 2, Kevin has experience managing family dynamics and excels at creating a process to simplify his clients' financial lives.
With over 30 years in the industry, Kevin has navigated challenging market conditions and prepares his clients for this ever-changing environment. He began his career at Price Waterhouse as an accountant in the audit division. He then transitioned to a Financial Advisor role at Merrill Lynch. Ultimately, he chose to work alongside his father, David Connelly, in 1992. Kevin and Dave worked at Morgan Stanley/Smith Barney for 20 years before joining UBS in 2014.
Kevin lives in North Bethesda with his wife, Paige, and they have two children in college, Carter and Mary Claire. Kevin is an active member of Bethesda Country Club; he served on the Board of Directors for 6 years and as President for two years He enjoys spending time on the Eastern shore, boating and fishing, and he is an active contributor to the Chesapeake Bay Maritime Museum.
CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, NC, NJ, NM, NY, OH, PA, RI, SC, TX, VA, WA, WV
Hallie Lee, CFP®
CERTIFIED FINANCIAL PLANNER™
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CA, DC, DE, FL, GA, IL, LA, MA, MD, ME, NC, NJ, NY, OH, PA, SC, TX, VA
As a tenured associate, Anne brings in-depth knowledge of the industry to the team and always keeps the clients' interests first. She truly enjoys assisting clients with life transitions and making those changes as easy as possible. Her empathy and client-focused nature shines through in every conversation.
Anne earned her BA in Economics with a minor in English at Georgetown University. Early in her career, she joined Merrill Lynch in the Customer Accounting department. She teamed up with Kevin Connelly and his father, Dave Connelly, at Morgan Stanley/Smith Barney over 20 years ago, and then transitioned to UBS with the group in 2014.
On the weekends, Anne and her husband love to cheer on their kids at various high school and college sporting events. She stays actively involved with local volunteer initiatives, and supports animal rescue organizations in the DC area.
CA, DC, DE, FL, IL, LA, MA, MD, NC, NY, OH, PA, SC, TX, VA