Mike Connelly

Biography

Mike Connelly is a seasoned professional in the financial services industry, bringing over 40 years of experience to his role as Vice President, Investments at Wedbush Securities. Specializing in wealth management, Mike helps his clients achieve their financial goals through personalized and comprehensive planning. His expertise spans across various financial products and services, ensuring clients receive well-rounded and informed advice.

Throughout his career, Mike has demonstrated a strong commitment to staying abreast of industry trends and regulatory changes. This dedication allows him to provide clients with up-to-date and relevant financial strategies. Known for treating his clients like friends and maintaining long-term relationships, Mike creates tailored solutions that address the unique needs of each client. He honed these skills at his previous firms such as B Riley and Raymond James and Associates Inc. His approach and business philosophy cultivates a sense of familiarity and trust, ensuring clients know he takes a personal approach in best serving them.

Mike holds a Bachelor of Arts degree in economics from LaSalle University. As a long-term resident of Ambler, Pennsylvania, Mike enjoys spending time with his five grown children and grandchildren. Additionally, he holds a pilot’s license and is deeply involved in his community, serving on the board of The Philadelphia Chamber Ensemble for over 20 years, a professional performing group he considers to be a second job.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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