Experience

Throughout his more than 30 year career in financial services, John has helped his clients manage their wealth through the ever-changing financial landscape. John begins every client relationship by striving to understand each person’s life and financial goals, enabling him to build a customized and comprehensive financial plan to help each client achieve those goals.

John has used this detailed and personalized approach to guide his clients through multiple market cycles. At the foundation of his practice is an emphasis on income and growth, and providing clients with real cash flow from their portfolios. Through this income approach, as well as proper diversification, John has excelled in risk management and has proven to be a steady hand during volatile times. As clients prepare for and enter retirement, John manages a client’s portfolio to transition from wealth accumulation to wealth preservation, while also taking into account any legacy and estate planning needs.

In addition to working closely with individuals and their families, John has extensive experience advising small business owners on all of their cash management needs, as well as retirement planning (i.e., 401k, Profit Sharing Plans, etc.).

John began his career at Dean Witter Reynolds in 1993, which later merged with Morgan Stanley. He joined UBS in 2009 and is one of a select group of advisors at UBS to earn the prestigious designation of Wealth Advisor. John graduated from Rutgers University with a Bachelor of Science in Business Administration and Marketing. 

John and his wife have two daughters and reside in Franklin Lakes, New Jersey. John’s favorite hobbies are playing guitar, tennis and golf, and he also enjoys spending time on Long Beach Island.

CA License #4252618

Lisette has been with UBS for more than 25 years. Prior to joining Connelly Wealth Management in 2013, Lisette held a number of roles in UBS Wealth Management’s corporate headquarters. Her diverse background within wealth management has made her a valuable resource to clients and a key asset to the team.

As the Client Service Associate for the team, Lisette is the first point of contact for all client and service related needs. Her passion and care for our clients has allowed Lisette to build long lasting relationships and provide exceptional customer service. Lisette is responsible for the team's operational and administrative duties.       

In her spare time, Lisette enjoys good food, movies, and spending quality time with her son and close friends. She currently resides in North Bergen, New Jersey.

Laura joined Connelly Wealth Management in 2024 and is a CERTIFIED FINANCIAL PLANNER® professional. As the Wealth Strategy Associate for the team, she is pleased to assist in all aspects of the wealth management process, including financial planning, investment selection, client conversations and trade execution. Laura’s engagement in this process, working alongside John, allows her to assist clients as they plan for and work to achieve their financial goals.

Prior to joining the team, Laura spent ten years managing investment advisory programs in UBS Wealth Management’s corporate headquarters before taking a career break to raise her young children. She graduated from Fordham University with a Bachelor of Science in Business Administration, and a dual concentration in Economics and Marketing.

Laura and her husband have two children and reside in Glen Rock, New Jersey. She enjoys traveling and exploring new places, and particularly loves visiting Lake George with her family. She also enjoys cooking and baking, playing tennis and volunteering in her community.