Committed to your entire financial life

Proud to be named a UBS “Wealth Advisor”

Our relationship forms the basis of all of our work together. We don't make decisions for you – we make them with you. We listen closely when you share your priorities and concerns. Our discussions help us provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial success.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Evans E. Chip Connelly Jr

    Evans "Chip" Connelly Jr., CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IN
    • KS
    • MA
    • MN
    • MO
    • MT
    • NC
    • ND
    • NJ
    • NM
    • NV
    • NY
    • SC
    • SD
    • TN
    • TX
    • VA
    • WA
    • WI

    Chip joined the financial services industry in 1988 and then moved to UBS in 1989. As the founder of Connelly Family Wealth Management, his clients benefit from a team that has a clear and comprehensive vision of wealth management.  He oversees every aspect of his clients' financial affairs by taking clients through a comprehensive discovery and analysis process.  In 2008, Chip obtained the UBS Wealth Advisor designation - an appointed advisor that identifies and addresses the more complex needs of high net worth clients. In December 2012, he achieved Chartered Retirement Planning Counselor(CRPC®) to guide clients in advance planning.

    He graduated from the University of St Thomas in 1984, and remains very involved on the campus. He is active with the Student-Alumni Mentoring and supports many of the athletic programs. In 2016, Chip was the recipient of the Monsignor James Lavin Alumni of the year award.

    Chip enjoys most outdoor activities including golf and boating, but favorite activities revolve around spending time with his family.

    CA Insurance License No. 4093987

      • University of St Thomas
      • Chartered Retirement Planning Counselor℠
      444 Cedar Street
      Suite 2200
      St Paul, MN 55101
    • Evans E. Mick Connelly IV

      Evans "Mick" Connelly IV, CFA, CRPC

      Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • IN
      • KS
      • MA
      • MN
      • MO
      • MT
      • NC
      • ND
      • NJ
      • NM
      • NY
      • SC
      • SD
      • TN
      • TX
      • VA
      • WA
      • WI

      Mick is a graduate from the University of St. Thomas, with a major in financial management, and a minor in economics. He joined his father as a partner at Connelly Family Wealth Management in 2011, and oversees all financial planning related activities.

      A thorough understanding of our clients' goals and objectives is an important component to every successful financial plan. Therefore, Mick spends the time getting to know our clients well, and helps construct customized plans that consider changes in life, circumstances, or market conditions.

      Mick is a Charted Financial Analyst and a member of the CFA Institute, and has earned the Chartered Retirement Planning CounselorSM designation through the College of Financial Planning®.

      Mick and his wife Carolyn live in Eagan with their daughter Evangelina.  They both remain active within the University of St. Thomas and St. Thomas Academy communities.

      CA Insurance License No. 4093894

        • University of St. Thomas, Financial Management
        • Chartered Retirement Planning Counselor℠
        444 Cedar Street
        Suite 2200
        St Paul, MN 55101
      Multigenerational wealth planning

      Multigenerational wealth planning

      Retirement Couple

      Retirement readiness

      investments

      Investment Management

      Legacy—Wealth for others

      For needs that go beyond your own—to help you improve the lives of others

      What will your legacy be?
      It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

      Learn more at ubs.com/wealthway.

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      A global leader in wealth management

      $2.8 trillion

      In invested assets globally 
      As of 06/30/2022

      51 countries

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