Jon Connell, Cfp® Email & Phone Number

My goal is to help clients organize and consolidate their accounts, protect their assets and grow their wealth. I create long-term partnerships and help keep my clients on track to reach their financial goals throughout their life. I believe our process and guidance changes lives and helps people achieve those goals. I prefer to work with clients that desire an advisor who partners with them and those that want to define their own version of living a wealthy lifestyle.I believe strategy and behavior are essential for positive investment outcomes. There are numerous things we cannot control in life, nor the investment world, so I've chosen to dedicate my time to the activities that we can control.Service has always been an important aspect of my life. I served as an Infantry Officer in the U.S. Army for eight years. My experience in the special operations community as a part of the 75th Ranger Regiment affords me the opportunity to bring a unique perspective to client relationships.In the office, I am supported by my branch office administrator, Bob Bolger, who is a tremendous asset to our clients. Together, we provide highly personalized service to meet our clients' unique goals and needs.No matter the season, when I'm not working, you can find my family and me spending our time outdoors and exploring the many happenings in and around Saratoga County.If you are ready, or want to learn more about our process, contact the office to get started./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Listed skills include Leadership, Operational Planning, Military Operations, Operations Management, and 11 others.

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  Ithaca College

  History