Will Connelly,

Will Connelly is a financial advisor with Raymond James, in the firm’s Chicago office. Will believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients strive for their long-term financial goals. He provides a comprehensive approach to wealth management, risk management and estate planning with a specific focus on helping business owners and high-net-worth individuals mitigate capital gains, income taxes and estate taxes, along with traditional financial planning.

Will employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial strategies designed to pursue his clients’ specific needs. He works diligently to assist his clients with dedicated and focused service and the intention of being their trusted wealth advisor for life.

The licenses he holds include Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Examination). In addition, Will also holds the Accredited Asset Management Specialist (AAMS) designation.

Prior to beginning his career in financial services in 2021, he worked in financial consulting at Kaufman Hall. He received his undergraduate degree from Georgetown University.

Originally from Wilmette, Illinois, he is active in the community as a volunteer for organizations such as Misericordia and MAC House. He enjoys playing golf and working out.

While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJA, we do not render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional. Raymond James is not affiliated with any of the organizations mentioned.