Kerry Connell (CFP®, JD, MBA)
Kerry Connell focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Kerry collaborates closely with individuals and families who would like to take a comprehensive approach to their finances. She helps her clients identify and prioritize their goals – for example, saving for a child’s education, creating a rainy day fund, buying a second home or paying down a mortgage, or building their retirement nest egg. Kerry formulates a realistic plan with the client’s input that ensures that their spending and investments support those goals. Then with the client’s cooperation, Kerry and her client monitor and revisit the plan as circumstances and priorities change over time.
In addition to advising clients on portfolio management and financial planning, Kerry is involved in HTG’s management and compliance activities and contributes to HTG’s educational and networking efforts.
Additional Information
Kerry has an MBA in Finance, Entrepreneurship and Marketing from the Kellogg School of Management, a JD from Northwestern School of Law, and a BA from Tufts University. She received her CERTIFIED FINANCIAL PLANNER™ designation in 2015. Prior to joining HTG in 2014, Kerry represented entrepreneurs, start up companies and venture capital firms as a corporate attorney in the Silicon Valley and New York offices of the global law firm, Wilson Sonsini Goodrich & Rosati, P.C.
When not in the office, Kerry can be found with her family on the water in Newport, RI, playing tennis, traveling, or walking her dog, Taz.
NAPFA Start Date
April 02, 2018
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