Terry Connelly has over 23 years of experience in the financial services industry. As a director at Safe Money Resource, a national brokerage, he works with hundreds of financial advisors and agents across the country. His role includes helping them find the right solutions for their clients based on every client’s needs and goals. Terry has extensive experience in working together with advisors to build reliable, personalized financial strategies for different client situations. His background includes account-management and client-facing roles at JPMorgan Chase, Prudential Financial, and Blackrock.
A graduate of the University of Delaware, Terry holds a Bachelor of Science degree in business administration. When he isn’t working, he enjoys spending time outdoors, skiing, and being around family and friends.