Stu Connelly

Client Development Advisor

Currently living in: North Dallas, TX
Hometown: Bay Area, CA

Stuart brings 15 years of experience in wealth management, with a career spanning client relationships, financial planning, business strategy, and growth. He’s spent much of that time working with individuals and families through important financial decisions, helping simplify complex choices and giving people the confidence to move forward. Throughout his career, Stuart has been especially drawn to the relationship side of the business: understanding what matters most to people, building trust, and helping turn good intentions into action.

Get to know Stu:

Stuart lives in North Texas with his wife, their three daughters, and two dogs. Outside of work, life is usually centered around family, whether he’s working on a project around the house, golfing, getting in an early workout, or spending time with the girls. A longtime dream is to build out his family’s ranch, Tres Flores, named for his three daughters.