Your Goals and Dreams, Our Guidance

Michael Connelly has more than 30 years of experience in the investment industry.  Before establishing Connelly & Moore Wealth Management of Wells Fargo Advisors in 2001, Michael was a Financial Advisor at Shearson Lehman Brothers, Legg Mason and Smith Barney.  He holds a Bachelor of Science degree in Business from St. Joseph's University and has obtained the Series 7 (General Securities Representative), Series 3 (National Commodity Futures), Series 9/10 (General Securities Sales Supervisor), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Advisor Law) registrations.  

As Managing Director - Investments, Michael's focus is to establish client relationships built on a foundation of trust.  He is supported in this effort by a team of professionals who work diligently to help clients navigate their financial affairs through constantly changing markets.  His overall objective is to develop strategies that help clients realize their goals now and in the future.  

Michael played high school golf and collegiate Division 1 golf at St. Joseph's University and remains actively involved with the sport.  He has coached local high school golf and formed a group for high school players to gain tournament play experience.  He is currently a Board Member and Golf Chairman of Applebrook Golf Club in Malvern, PA. 

Michael's office proudly supports many local charities through board participation, volunteering, donations and sponsorships.  He lives in Thornton with his wife Kathleen where they have raised five children.

Doug is a career financial services professional. He began as a CPA and then spent a decade as a Community Banking executive. He maintains an active CPA license but does not provide any services as a CPA. In his current position, he works with a select group of high net worth families and business owners helping them reach their financial goals through a clear set of objectives and regular communications designed around each client's unique circumstance.

Doug's background includes time as an Interim CEO and Chief Financial Officer of a publicly traded Bank. Doug has over 14 years experience in banking, including treasury work managing bank investment portfolios totaling over $400 million. Doug served as an auditor and consultant for Deloitte for over 11 years and also has experience as the CFO of a regional capital markets group.

Doug graduated with a BS in Accounting from The Pennsylvania State University and holds his Series 7, 24, 27,63 and 65 security registrations. Doug has been a frequent speaker at Community Banking Conferences and the Financial Managers Society of Philadelphia. He also served as a director of the Financial Managers Society and received the annual award for Outstanding Membership Involvement. Doug served on the Board of Directors of The Providence Animal Shelter for many years, and is an active member of The Financial Managers Society of Philadelphia and the PICPA.  He is a member of the PICPA Personal Financial Planning Committee. He has appeared as a guest on the Legislative Report television show produced by the Pennsylvania Legislature and on NBC10 Live at 5.

Meg is a seasoned professional with over 30 years of experience in the financial services industry encompassing the brokerage, private banking and advisory environments. She provides customized wealth management services to high-net worth clients. Centered on a long-term personal relationship, Meg helps families manage the risks associated with wealth accumulation, retirement income distribution and legacy transfer. Meg is also passionate about providing financial education to women, empowering them to navigate life's transitions with confidence.

She is a CERTIFIED FINANCIAL PLANNER^TM professional and Chartered Life Underwriter (CLU^®), holds FINRA Series 7 (General Securities) and Series 66 (Uniform Combined State Law) registrations, as well as being state insurance licensed. Meg graduated from Bucknell University with a B.A. in Economics.

On a volunteer basis, Meg works with The House - Phoenixville Women's Outreach, which provides safe housing and support for homeless women.  She provides cash flow and debt management counselling to residents as they work towards independence and self-sufficiency.

As a Financial Consultant who holds the CERTIFIED FINANCIAL PLANNER^TM  designation (CFP^®), David works with clients by understanding their needs and their lifelong aspirations. He coordinates with each client as a "financial tour guide" and embarks on a lifelong journey with them to provide clarity along the road. David guides his clients along their financial journey and is driven to make a difference in their lives. He is an asset to his clients, providing retirement income distribution strategies, comprehensive investment planning, and goal-based wealth management services.

David graduated Saint Joseph’s University with a B.A. in Finance. He is an active member within the Saint Joseph’s alumni society.  In his free time, David enjoys golf, soccer, basketball and traveling.

Clients board with David as their financial guide to help them develop a strategy to help avoid turbulence and retirement delays on their way to pursuing financial freedom.

Joseph joined Connelly and Moore Wealth Management after spending four years with Pacer Financial.  His most recent role being Regional Director for the greater New York City area for Pacer ETFs where he helped manage and grow the customer base in the area.  

With an expertise in ETFs and a strong focus on providing clear and consistent customer support, Joseph brings a disciplined approach in assisting clients meet their needs and goals.

Joseph is a graduate of Saint Joseph's University with a B.A. in Finance and has passed the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law) and Series 66 (Uniform Combined State Law).  In his free time, Joseph enjoys an active lifestyle through running, skiing, golfing and basketball.

Marian provides consistent, accurate and caring service to our clients.  She is a Senior Registered Client Associate and has her Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Adviser Law) registrations.  She graduated Summa Cum Laude from Montclair State University and joined Financial Advisor Michael Connelly in 1999 after successful careers in music therapy and healthcare management and administration.

Marian volunteers at the University of Pennsylvania's New Bolton Center assisting clinicians and staff in caring for mares and their foals.  She is an avid traveler and enjoys experiencing different cultures and traditions, from Africa to Bhutan and Galapagos to New Zealand.  When not at her desk she can often be found on the dance floor perfecting her ballroom technique.

Jody comes to Connelly and Moore Wealth Management of Wells Fargo Advisors with a successful career in healthcare marketing and communications which prepared her for her role as Client Associate.  As former Regional Director for Tenet Pennsylvania, Jody managed an $8 million marketing and communications budget and helped grow market share for eight hospitals throughout the Philadelphia region.

Jody graduated from The Ohio State University and is actively involved with JDRF (Juvenile Diabetes Research Foundation) after her oldest daughter was diagnosed with type 1 diabetes in 2009.  When not working she can be found rooting for the Buckeyes and spending time with her three children.  She also enjoys running and traveling.  Jody and her family reside in Downingtown.