Insight-based advice

Generational Family on Beach

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

binoculars

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.

  • kevin

    Kevin Connelly

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AL
    • AZ
    • CA
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • MA
    • MD
    • ME
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • PA
    • RI
    • SC
    • TX
    • UT
    • VA
    • VT
    • WA
    • WV

    Kevin serves successful individuals, families and business executives by providing financial planning and asset management services that align with their goals and aspirations. As the oldest of 7 siblings and a father of 2, Kevin has experience managing family dynamics and excels at creating a process to simplify his clients' financial lives.

    With over 30 years in the industry, Kevin has navigated challenging market conditions and prepares his clients for this ever-changing environment. He began his career at Price Waterhouse as an accountant in the audit division. He then transitioned to a Financial Advisor role at Merrill Lynch. Ultimately, he chose to work alongside his father, David Connelly, in 1992. Kevin and Dave worked at Morgan Stanley/Smith Barney for 20 years before joining UBS in 2014.

    Kevin lives in North Bethesda with his wife, Paige, and they have two children in college, Carter and Mary Claire. Kevin is an active member of Bethesda Country Club; he served on the Board of Directors for 6 years and as President for two years He enjoys spending time on the Eastern shore, boating and fishing, and he is an active contributor to the Chesapeake Bay Maritime Museum.

          7272 Wisconsin Avenue
          23rd Floor
          Bethesda, MD 20814
        • hallie

          Hallie Lee, CFP

          Financial Advisor

          • image
          • image
          • image
          • AL
          • AZ
          • CA
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • LA
          • MA
          • MD
          • ME
          • NC
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • PA
          • RI
          • SC
          • TX
          • VA
          • VT
          • WA
          • WV

          Hallie serves successful individuals and families by providing financial planning and asset management services that align with their goals and aspirations.  Hallie is a Certified Financial Planner, a certification awarded by the Certified Financial Planning Board of Standards, Inc.  She serves clients by taking a planning-based approach.    

          Prior to joining UBS Financial Services, Hallie worked at Guggenheim Investments where she was responsible for asset management sales to institutional clients.  Hallie earned her degree from the University of Florida and is a proud Gator fan.       

              • CERTIFIED FINANCIAL PLANNER™
              7272 Wisconsin Avenue
              23rd Floor
              Bethesda, MD 20814
            • anne

              Anne King

              Senior Client Associate

              • image
              • image
              • image
              • AL
              • CA
              • DC
              • DE
              • FL
              • GA
              • LA
              • MA
              • MD
              • NC
              • NY
              • OH
              • PA
              • SC
              • TX
              • VA
              • WV

              As a tenured associate, Anne brings in-depth knowledge of the industry to the team and always keeps the clients' interests first. She truly enjoys assisting clients with life transitions and making those changes as easy as possible. Her empathy and client-focused nature shines through in every conversation.

              Anne earned her BA in Economics with a minor in English at Georgetown University. Early in her career, she joined Merrill Lynch in the Customer Accounting department. She teamed up with Kevin Connelly and his father, Dave Connelly, at Morgan Stanley/Smith Barney over 20 years ago, and then transitioned to UBS with the group in 2014.

              On the weekends, Anne and her husband love to cheer on their kids at various high school and college sporting events. She stays actively involved with local volunteer initiatives, and supports animal rescue organizations in the DC area. 

                • Georgetown University, B.A. Economics, minor in English
                  7272 Wisconsin Avenue
                  23rd Floor
                  Bethesda, MD 20814

                Focus on liquidity management

                CIO House View monthly livestream

                Tree

                UBS and Credit Suisse—stronger than ever

                Managing wealth is our craft

                We’re committed to understanding what wealth means for you.

                At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

                Backed by the strength of UBS

                A global leader in wealth management

                $5+ trillion

                In invested assets globally 
                As of 11/07/2023

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

                Insights