The Wingrove Connolly Wealth Management Group was named to the Forbes Best-in-State Wealth Teams in 2023 and 2024. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Ann Connolly was selected as one of Forbes Top Women Wealth Advisors for 2024. 2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Craig Wingrove and Ann Connolly are Senior PIM Portfolio Managers. As a Senior PIM Portfolio Manager, they work to meet clients' specific investment goals through customized portfolio management.
As PIM portfolio manager, Craig and Ann have met stringent criteria based on experience and expertise and acts as a personal portfolio manager. The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Ann Connolly is a CERTIFIED FINANCIAL PLANNERTM professional. To earn her CFP® certification, Ann completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S. which it awards to individuals who successfully complete CERTIFIED FINANCIAL PLANNER™ Board's initial and ongoing certification requirements.