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$6 trn
UBS Group invested assets
As of 12/31/2024
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
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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