Insight-based advice

Connelly Railey Team

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.

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  • edward

    Edward Railey

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AL
    • AZ
    • CA
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MO
    • MS
    • NC
    • NJ
    • NV
    • NY
    • OH
    • OK
    • PA
    • SC
    • SD
    • TX
    • VA
    • VT
    • WI

    Jack is a constant advocate for his clients' financial well-being and focuses on finding investment management solutions that parallel their goals. He has over 30 years of experience in this industry, navigating financial markets and providing clients with clarity when tackling important financial decisions.

    Jack earned his BBA and MBA degrees from James Madison University. He was also a Division I basketball player and team captain. For over 20 years, Jack continued to dedicate time to the sport by coaching many grade school and high school basketball programs in the DC area. His team-oriented mindset filters through all facets of his life, including his role as Financial Advisor.

    Jack serves on the Board at Washington Jesuit Academy. He and his wife, Katherine, raised their 4 children, Caroline, Will, John, and Margaret, in Chevy Chase, Maryland.

      • James Madison University, B.B.A.
      • James Madison University, M.B.A.
        7272 Wisconsin Avenue
        23rd Floor
        Bethesda, MD 20814
      • kevin

        Kevin Connelly

        Senior Vice President–Wealth Management

        Financial Advisor

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        • CA
        • CT
        • DC
        • DE
        • FL
        • GA
        • IL
        • KY
        • LA
        • MA
        • MD
        • ME
        • NC
        • NJ
        • NM
        • NV
        • NY
        • OH
        • OK
        • PA
        • RI
        • SC
        • TX
        • VA
        • 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

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              • AL
              • CA
              • DC
              • DE
              • FL
              • GA
              • IL
              • LA
              • MA
              • MD
              • ME
              • NC
              • NJ
              • NY
              • OH
              • OK
              • PA
              • SC
              • TX
              • VA

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

                  Anne King

                  Senior Client Associate

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

                  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

                    The circular economy: What is it?

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                    Retirement planning

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                    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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