Brian Connelly

Brian Connelly

Connelly Financial Services is an independent financial advisory firm servicing both individuals and businesses. We specialize in financial and retirement planning. Whether you are a small- to mid-size company, entrepreneur, individual or family, Connelly Financial Services is your partner for navigating today’s financial complexities so you may reach your goals tomorrow.

 

Brian Connelly

CEO & President

 Brian has more than 25 years in the financial services industry which began with MassMutual Financial Group in 1990. In 2009 Brian was a founding member of an independently owned, private wealth management practice located in Midlothian, Virginia.  In 2016 Brian formed Connelly Financial Services, LLC, a full-service retirement planning and wealth management consulting firm. 

Cynthia Williams

Chief Operating Officer

Cindy joined CFS in 2018 as the Chief Operating Officer. In this role Cindy is responsible for the operations and finances of the firm. In addition, she handles the marketing, branding, and website. With more than 30 years in business, Cindy brings expertise in operations, human resources, employer sponsored benefits and retirement design and planning.

Beth Ward

Client Review Specialist

With Brian since 2007, Beth serves as the Client Review Coordinator. She is responsible for scheduling all appointments for clients from annual reviews to consultations. Beth brings to Connelly over 10 years of experience in the legal profession. She excels at customer service and attention to detail with clients.

Kim Young

Client Services Manager

Kim has been part of the Connelly Financial Team since 2016 as the Client Services Manager. She brings to CFS more than four years in the securities industry, servicing brokerage accounts for Wachovia and BB&T Securities.