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Neil Connolly, CFP®

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About

Born and raised in Boulder, Colorado, I’ve always believed that meaningful financial guidance starts with truly understanding people—their stories, their values, and their vision for the future. I began my career with Charles Schwab in 1999 and moved to the Denver Tech Center TD Ameritrade branch in 2005 to work more closely with clients, ultimately becoming the branch manager in 2017. After the Schwab–TD Ameritrade merger, I was honored to lead the Kansas City and Wichita branches beginning in 2022. Today, I’ve returned to what I love most: financial planning that empowers individuals and families to bring their aspirations to life. As a CFP® professional, I approach every client relationship with curiosity, clarity, and a commitment to long-term partnership. My family and I call Overland Park, Kansas home, where we enjoy a comfortable life filled with travel—especially back to Colorado—along with skiing, water sports, and time spent exploring.

Advisor Bio

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Certifications

Certified Financial Planner™

- CFP Board

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