Natalie Connelly
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Springfield, MA 01144
Credentials
Series 63, Series 65, Series 66
Industry experience
28 years
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.
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)
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