Dick Connolly is an accomplished Private Wealth Advisor who has managed investment portfolios for over four decades. He has built his business by providing sound investment advice to high net worth families, foundations, nonprofit organizations and other financial institutions. Dick’s reputation as an investment manager in Boston has been earned through many years of hard work and dedication to his clients. He is firmly committed to fostering long-term relationships and strives to deliver exceptional client service. Dick began working as a financial advisor in 1969 at Paine Weber, where he spent the majority of his career. He is proud to have been featured in Robert Shook’s book, The Winners Circle (1992) and The Winners Circle II (1994), where he was recognized as one of the financial services industry’s Top 10 Financial Advisors. He joined Morgan Stanley in 2007 and in 2008 was recognized by the Boston Business Journal as the #2 Financial Advisor in the state of Massachusetts. In 2010, Dick was appointed Managing Director at Morgan Stanley and continues to be recognized nationally in financial publications as a Top Financial Advisor. Most recently, Dick was included in Barron’s 2017 list of America’s “Top 100 Financial Advisors”.
Dick Connolly’s involvement in educational and philanthropic institutions is as varied as it is vast. Some of his charity work includes the Boston Symphony Orchestra, The Alzheimer’s Association, New England Province of Jesuits, Francis Ouimet Scholarship Fund, Fenn School, College of the Holy Cross and Children’s Medical Research Foundation benefiting Our Lady’s Hospital in Dublin, Ireland. Additionally, he is a generous supporter of Boston’s Camp Harborview, Inner City Catholic School Initiative, Catholic Charities, and Mass Affordable Housing Association (MAHA). Dick is the Chairman of Children’s Medical Research Foundation (CMRF) annual golf tournament which he has successfully chaired for the last 30 consecutive years. In recognition of his philanthropic efforts, the CMRF recently dedicated a wing of the hospital, The Richard F Connolly Microscopy Centre. Dick was honored to have this part of the hospital in his name knowing what an integral role research plays in finding cures for sick children. Another charity close to Dick’s heart is the Francis Ouimet Scholarship Fund where he is both a scholarship alumnus, Director, Trustee and former President who has proudly served the Ouimet Fund for over 35 years. He has been a driving force in starting and sponsoring the Francis Ouimet Award for Lifelong Contributions to Golf Annual Banquet and he created an endowed Ouimet Scholarship in his family’s name, among countless other things.
Dick is a graduate of The College of Holy Cross and earned his MBA from Babson College. He is a member of Morgan Stanley’s Chairman’s Club. Dick has been married to his wife, Ann Marie, for 35 years. They have three sons and live in Concord, Massachusetts.
Securities Agent: AZ, CA, CO, CT, DC, FL, GA, IL, KS, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, VA, VT, WA; General Securities Representative; Investment Advisor Representative