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
  • IN
  • 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, 2022, 2023The 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
35th floor
Boston, MA 02109
  • (617) 439-8030

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UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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In invested assets globally 
As of 11/07/2023

51 countries

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