Patrick Connolly

Patrick Connolly Email and Phone Number

Partner, Wealth Manager & Vice President at Steward Partners @
Patrick Connolly's Location
Atlanta, Georgia, United States, United States
Patrick Connolly's Contact Details
About Patrick Connolly

As a Partner at Steward Partners & G2G Wealth Management, I use my institutional experience to help bring clarity to clients' financial goals. We emphasize sustainable income growth for you and your family grounded in a custom evaluation process.I have more than a decade of financial experience across investment banking, mergers & acquisitions, institutional fixed income and wealth planning. Before joining J.P. Morgan in 2021, he held similar positions at Voya Investment Management, FIG Partners and Ned Davis Research, including performing investment analysis and preparing portfolio reviews.A University of Tennessee Haslam Business College graduate, Patrick earned a B.S. in Business Administration and majored in Finance and Accounting. https://wealthpartners.jpmorgan.com/atlanta/the-frank-smith-team

Patrick Connolly's Current Company Details
Steward Partners G2G Wealth Management

Steward Partners G2G Wealth Management

Partner, Wealth Manager & Vice President at Steward Partners
Patrick Connolly Work Experience Details
  • Steward Partners G2G Wealth Management
    Partner, Vice President Wealth Manager
    Steward Partners G2G Wealth Management Feb 2024 - Present
    Kennesaw, Georgia, United States
    Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services Offered through Steward Partners Investment Advisory (SPIA), registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC.For important disclosure information, please see "Disclosures" page on our websitehttps://www.stewardpartners.com/Disclosures.36.htm.
  • J.P. Morgan
    Investment Associate At J.P. Morgan Wealth Management
    J.P. Morgan Aug 2021 - Feb 2024
    Atlanta Metropolitan Area
    Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin.© 2023 JPMorgan Chase & Co. All rights reserved
  • Voya Investment Management
    Regional Coordinator
    Voya Investment Management Apr 2019 - Aug 2021
    Greater Atlanta Area
  • Brandsafway
    Fp&A Leader M&A & Long Range Planning
    Brandsafway Aug 2018 - Mar 2019
    Greater Atlanta Area
  • J.P. Morgan
    Senior Associate
    J.P. Morgan Jan 2016 - Aug 2018
    Greater Atlanta Area
    Institutional Fixed Income
  • Fig Partners
    Associate
    Fig Partners Dec 2014 - Dec 2015
    Greater Atlanta Area
  • Fig Partners
    Fixed Income Analyst
    Fig Partners Apr 2014 - Dec 2014
    Greater Atlanta Area
  • Stonecastle Partners
    Associate
    Stonecastle Partners Apr 2013 - Apr 2014
  • Davis, Mendel & Regenstein, Inc. (Part Of Ned Davis Research Group)
    Analyst, Institutional Sales
    Davis, Mendel & Regenstein, Inc. (Part Of Ned Davis Research Group) Dec 2011 - Jun 2012
    Greater Atlanta Area
  • Lpl Financial
    Registered Sales Associate
    Lpl Financial May 2009 - Dec 2011
  • Atw Llc
    Administrative Associate
    Atw Llc May 2007 - May 2009

Patrick Connolly Skills

Investments Strategic Financial Planning Portfolio Management Securities Salesforce.com Management Business Development Marketing Mutual Funds Asset Managment Start Ups Valuation Asset Management Analysis Sales Bloomberg Terminal Retirement Planning

Patrick Connolly Education Details

Frequently Asked Questions about Patrick Connolly

What company does Patrick Connolly work for?

Patrick Connolly works for Steward Partners G2g Wealth Management

What is Patrick Connolly's role at the current company?

Patrick Connolly's current role is Partner, Wealth Manager & Vice President at Steward Partners.

What is Patrick Connolly's email address?

Patrick Connolly's email address is p.****@****hoo.com

What schools did Patrick Connolly attend?

Patrick Connolly attended University Of Tennessee-Knoxville - College Of Business Administration, Farragut.

What are some of Patrick Connolly's interests?

Patrick Connolly has interest in Golf, Travel, The Beach, Basketball.

What skills is Patrick Connolly known for?

Patrick Connolly has skills like Investments, Strategic Financial Planning, Portfolio Management, Securities, Salesforce.com, Management, Business Development, Marketing, Mutual Funds, Asset Managment, Start Ups, Valuation.

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