Your wealth. For generations.

Create your legacy for those who matter

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.

Three generations in front yard

Paul Timothy "Tim" Connolly

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.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • IL
  • KS
  • LA
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV

  • Barron's Top 1,200 Financial Advisors, 2018, 2019, 2020, 2021
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

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

  • B.S. Finance and Economics, Babson College
One Post Office Square
32nd and 33rd floors
Boston, MA 02109
  • (617) 439-8030

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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