Experience

For over 40 years, Conley has provided generations of families with comprehensive and customized wealth management solutions. Conley has taken on every type of market environment, giving him the clarity to navigate whatever financial questions you may have. He is passionate about helping clients organize and simplify their financial lives, no matter how complex. He is one of few advisors to earn and maintain both the Certified Financial Planner™ and Certified Investment Management Analyst® designations, which require continuing education and always acting as a fiduciary. Prior to joining UBS, Conley began his career as a Financial Advisor at AG Edwards and Morgan Stanley. 

Conley's Polk County roots date back to 1880, where his grandfather served as the mayor of Winter Haven. He is a proud graduate of Florida State University where he earned his bachelor's degree in Finance. He resides in Winter Haven, FL with his wife, Jenifer, and has four adult children and three grandchildren. Outside of work, Conley serves as the Treasurer for Heart for Winter Haven, a non-profit working to alleviate poverty in the local community. Conley enjoys reading, golfing, fishing and hiking in his free time.

Conley has received the following recognitions over the years:

• Forbes Best-in-State Wealth Advisor Florida 2022
• Forbes Best-in-State Wealth Advisor Florida 2021
• Forbes Best-in-State Wealth Advisor Florida 2020

Nikki works closely with our high net worth clients and their families to address their unique financial needs. She believes the best way to help clients is through integrity and objectivity, which creates a solid investment foundation. Advising clients on their financial needs allows Nikki to combine her deep understanding of the markets with her passion to help families invest more wisely for the future. 

Prior to joining Thornhill Wealth Management, Nikki gained experience in asset management, corporate consulting, and software sales. She was recruited to join LinkedIn's highly competitive "Business Leadership Program" in San Francisco, California, and continued working there for 4 years. Nikki graduated Cum Laude with a dual business degree from Florida State University. While attending FSU, she was elected president of her 250-member sorority, and was one of 200 students inducted into the Seminole Torchbearers Society for exceptional leadership.

Nikki maintains her Series 7, Series 66, and SIE licenses, along with an Insurance and Variable Annuities license. Outside of work, you'll find her working on a new art project, walking her dog "Cashew", or spending time with family.

Doug was drawn to a career in Wealth Management to help others maximize their potential by leveraging his extensive financial knowledge, analytical nature, and technological savviness. He co-leads our team's Investment Committee, where we discuss market updates, portfolio performance, and investment opportunities. Doug also builds custom investment proposals to help clients visualize how their investments are aligned with their goals.

Doug's journey into financial advising began in Central California while attending Cal Poly State University, San Luis Obispo. He earned a bachelor's degree in Business with a concentration in Financial Management. After college, Doug returned to his hometown in the Silicon Valley to work for Cisco Systems. He was selected to join Cisco's prestigious "Leaders in Finance and Technology" two-year Program as a Financial Analyst. Doug was first in his class to be promoted to Senior Financial Analyst and continued his career at Cisco for a total of five years. During this time, he took a real interest in personal finance and disciplined investing practices. He quickly became a go-to resource for anything related to money for his friends and family.

Doug maintains his Series 7, Series 66, and SIE licenses, along with an Insurance and Variable Annuities license. Outside of work, you'll find Doug reading, playing with a new tech gadget, traveling, or playing golf.

With over 22 years of experience in sophisticated investing and financial consulting, Joe owns a diverse and strategic role on the Thornhill Wealth Management team. He holds his Series 7 and 66 securities licenses, along with a Certified Investment Management Analyst® designation from the Wharton School of Business. Joe serves as the team's lead research analyst and portfolio manager. He develops customized investment solutions and creates extensive financial plans to support the complex needs of our clients. Joe also has a Chartered Life Underwriter® designation, allowing him to serve as an expert in insurance, long-term-care, and annuities. Joe earned a degree in Business Administration and played collegiate golf at Florida Southern University. He currently resides in Lakeland where he enjoys spending time with his children and playing golf whenever he gets the chance.

Kelly has been an invaluable member of the Thornhill Group for over 26 years. She started her career in financial services in Kansas City, Missouri and relocated to Florida a few years later. Kelly's role is similar to a Chief Financial Officer's. She oversees all operations, account management, and banking services. She communicates often with our clients and leads onboarding, retirement rollovers, deposits and withdrawals, required minimum distributions, and much more. Kelly works closely with Ashley to ensure all client requests are met swiftly and our business continues to run efficiently.

Kelly maintains her Series 7, 31, 63, and 65 securities licenses, allowing her to serve as a very knowledgeable resource for our clients. She currently resides in Lake Wales, Florida with her husband, Tim, and their dog "Roxy".

Ashley joined Thornhill Wealth Management in 2018 as a Client Service Associate and is truly a breath of fresh air. She partners with Kelly to support our clients' day-to-day requests and assists with the operational side of our business, including: client onboarding, preparation of statements, account transfers and much more. Ashley delivers exemplary service to our clients and has impeccable attention to detail. Her kindness and professionalism puts our clients at ease knowing their requests will be met swiftly and accurately. Originally from Live Oak, Ashley currently resides in Winter Haven with her husband, Michael, and their two daughters. Outside of work, you'll find Ashley cheering on her girls at the softball fields.