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$3.9 trillion
In invested assets globally
As of 12/31/2022
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.
Managing Director–Wealth Management
Financial Advisor
Tim Connolly built his practice in Boston, Massachusetts. He and his team provide outstanding service to their clients. Throughout his 30 years in wealth management, Tim has customized strategies to preserve and grow his clients assets, increase income and manage tax liabilities for families and institutional investors. Passionate about the discipline that it takes to manage risk while delivering innovative portfolios.
In addition to being committed to his business, Tim is dedicated to his community. He is an active participant of Board of Directors of Mission Safe and a member of the Board of Directors of Summer Search. Tim is a graduate of Babson College with a Bachelor of Science degree in Finance and Economics. Tim and his wife live in Winchester, MA.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
Managing Director–Wealth Management
Financial Advisor
Tim Connolly built his practice in Boston, Massachusetts. He and his team provide outstanding service to their clients. Throughout his 30 years in wealth management, Tim has customized strategies to preserve and grow his clients assets, increase income and manage tax liabilities for families and institutional investors. Passionate about the discipline that it takes to manage risk while delivering innovative portfolios.
In addition to being committed to his business, Tim is dedicated to his community. He is an active participant of Board of Directors of Mission Safe and a member of the Board of Directors of Summer Search. Tim is a graduate of Babson College with a Bachelor of Science degree in Finance and Economics. Tim and his wife live in Winchester, MA.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Education
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
