Email Me
$6.9 trn
UBS Group invested assets
As of 10/29/2025
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
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
