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 work toward achieving their financial goals through personalized and comprehensive planning. His experience spans across various financial products and services, ensuring clients receive well-rounded and informed advice.
Throughout his career, Mike has highly valued staying abreast of industry trends and regulatory changes. This dedication allows him to provide clients with up-to-date and relevant financial strategies. Values 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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Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
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Wedbush is an affiliate of Qapital, a fintech company. Advisory services associated with Wedbush Next Powered by Qapital are provided by Qapital Invest, LLC (“Qapital Invest”) an SEC-registered investment advisor and affiliate of Wedbush. Sales representatives associated with Wedbush Securities Inc. may receive compensation for referrals to Qapital and/or Qapital Invest.
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Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
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