Natalie Connelly

Advisor at Merrill

Updated today
Merrill logo

Firm

Merrill

Location

Springfield, MA 01144

Credentials

Series 63, Series 65, Series 66

Industry experience

28 years

About

Natalie Connelly is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined Merrill Lynch Wealth Management in 2016 and brings experience from her previous roles at Voya Financial, where she worked in relationship management and financial planning. Natalie collaborates closely with her team on business development, marketing, relationship management, and client planning. Her client service areas include college education planning, corporate retirement plan services, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, and retirement income.

Natalie holds a Bachelor's Degree from Westfield State College and maintains several professional designations, including Chartered Retirement Plans Specialist (CRPS), Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), and Personal Investment Advisor (PIA). Drawing on her personal experience as a divorcee, she provides specialized guidance to clients navigating the financial and emotional impacts of divorce, working collaboratively with their attorneys to assess both short- and long-term consequences.

Outside of her professional work, Natalie is involved with the West Springfield Rotary Club and participates in youth sports booster clubs. She resides in West Springfield, Massachusetts, with her two children, who are active in various sports. Natalie enjoys cooking, gardening, reading, traveling, and spending time with her family.

Expertise

General retirement planning Retirement income strategy Divorce financial planning College savings (529s, UTMA, etc.)

Demographic focus

Women Professionals Women's Finance Parents

Work history

Bank Of America, N.a.

2016 - Present (10 years)

Merrill lynch, pierce, Fenner & Smith incorporated

2016 - Present (10 years)

Voya Financial Advisors, inc.

2014 - 2016 (2 years)

Disclosures

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