Michael Connelly has more than 30 years of experience in the investment industry.  Before establishing Connelly & Correale 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 FINRA Series 7 (General Securities Representative), Series 9/10 (General Securities Sales Supervisor), Series 63 (Uniform Securities Agent State Law) and Series 65 (Uniform Investment Advisor Law) securities 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. He has coached local high school golf and formed a group for high school players to gain tournament play experience.  Michael remains actively involved with the sport. 

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

As a Financial Consultant who holds the CERTIFIED FINANCIAL PLANNERTM  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 helps his clients by providing retirement income distribution strategies, comprehensive investment planning, and goal-based wealth management services.

David graduated from Saint Joseph’s University with a B.A. in Finance. He lives in Malvern with his wife and two kids and in his free time, David enjoys golf, running and traveling.

Meg is a seasoned professional with over 40 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® professional and Chartered Life Underwriter (CLU®), holds FINRA Series 7 (General Securities) and Series 66 (Uniform Combined State Law) securities registrations, as well as being state insurance licensed. Meg graduated from Bucknell University with a B.A. in Economics.

Joseph is a Financial Advisor at Connelly & Correale Wealth Management Group of Wells Fargo Advisors in Newtown Square, PA, and is dedicated to helping clients plan for their financial future.

Joseph sees himself as a financial coach for his clients.  The ultimate reward comes from educating clients to better understand and work toward their financial goals.  When clients achieve a higher degree of financial literacy through our planning process, we provide them with the confidence that their plan is well suited to their needs.  This is fostered by attentive communication from our group and an open dialogue in which our clients can clearly see their financial future. Asset management, estate planning strategies, retirement planning and career change planning are our areas of focus.

Joseph joined Connelly & Correale Wealth Management Group in 2017 after 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.

Joseph holds a bachelor's degree in finance from St. Joseph's University, which all four of his siblings and parents also call their alma mater.  Away from the office, he enjoys an active lifestyle that includes hiking, skiing, golfing and basketball.  Joseph and his wife, Meghan, live in Malvern, PA with their daughter Reese and support many local organizations, including Children's Hospital of Philadelphia and Team Gleason. 

As a Financial Advisor, Brooke works with clients to develop financial and investment strategies which are designed for them to feel confident and secure in their ability to navigate the opportunities and challenges of the future, and enjoy a quality of life that meets or exceeds expectations. Brooke’s mission is to help every one of her clients define and plan for their desired financial future in a manner that fits their individual style – delivered with the highest level of personal service and professional integrity.

Brooke graduated from Liberty University with an MBA and holds FINRA Series 6, 7, 63 and 65 security registrations.  In her free time Brooke enjoys spending time outdoors with her husband, Thomas, and their three daughters Harper, Ainsley, and Oakley.  Brooke is also involved with numerous community support programs sponsored by Wells Fargo Advisors.

As a second-generation Financial Advisor, I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio management ideas – delivered with the highest level of personal service and professional integrity.

Prior to joining Wells Fargo Advisors in 2023, I spent eight years with Lincoln Financial Group where I helped clients achieve predictable retirement outcomes by utilizing Annuities. I graduated from Saint Joseph’s University with a bachelor’s degree in Finance and a minor in Economics and Family Business & Entrepreneurship. I currently hold the FINRA Series 7, 66, 63 and 6 securities registrations.

I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. In addition to helping my clients, I am committed to helping my community. I am currently involved with several community support programs sponsored by Wells Fargo Advisors. Away from the office, I also enjoy skiing, golf and traveling. My wife and I live in West Chester, PA with our two children.

I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.

As a Financial Advisor with Wells Fargo Advisors and a Certified Financial Planner®, Tony helps clients achieve their financial goals through personalized, adaptable strategies. His CFP® certification enhances his ability to provide guidance in areas such as tax-efficient investing, generating retirement income, navigating estate complexities, and managing financial risk. He specializes in investment management, education planning, 401(k) rollovers, retirement planning, insurance solutions, and estate strategies—always tailoring plans to fit each client’s unique circumstances.

In addition to the CFP® designation, Tony holds the FINRA Series 7, 66, 65, and 63 securities registrations, along with Life and Health Insurance licenses.

A proud alumnus of both Duquesne University and Malvern Prep, Tony remains an active member of both communities. He had the privilege of playing golf for both schools, and his passion for the game continues today. Outside of work, Tony enjoys spending time with his wife Erika and son Tony, traveling, and playing ice hockey.

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of resources - including Wells Fargo Investment Institute* research analysts and economic and market strategists - I can help you make informed investment decisions based on your specific needs.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

 

*Wells Fargo Investment Institute, Inc. is a registered investment advisor and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

As a Client Associate, Amanda provides thoughtful, dependable support to clients. She understands that managing financial matters can sometimes feel overwhelming, and she is committed to easing that stress by handling details with care and clarity. She enjoys getting to know clients on a personal level and takes pride in being a reliable partner who helps create smooth experiences so clients can focus on achieving their goals.

Amanda brings experience from financial operations roles at global law firms, where she developed a strong foundation in accuracy, organization, and attention to detail.