Delos Wealth Advisors
120 Newport Center Drive
Newport beach CA 92660
5950 Sherry Lane
Dallas, TX 75225
d. (972) 922-0867
Joe Connolly, CFP®
In 2007, Mr. Connolly started in the financial services industry in Boston, MA. For 13 years, Joe served as a Regional Vice President for several investment and insurance companies in different markets across the country. In his role as RVP, Mr. Connolly introduced sophisticated investment and planning strategies to over a thousand financial advisors. He has represented asset management, mutual fund, real estate, private equity, and insurance solutions – always taking a consultative approach to help wealth managers implement the proper strategies inside their client’s portfolios.
This unique role in the financial services industry allowed Joe to “see behind the curtain” regarding how the multitude of different firms, advisors, and investment platforms operated and how they best served their clients. With this extensive industry knowledge gained, Mr. Connolly made the decision to bring his expertise to the relationships he cares about the most: his friends, family and members of his community.
In 2018, Mr. Connolly earned his CERTIFIED FINANCIAL PLANNER™ designation and began looking for the “right” wealth management firm to join. The firm’s combination of transparency, commitment to serving clients, superior investment philosophy, and firm vision/culture allowed Delos Capital Advisors
to shine above other firms courting Mr. Connolly.
Mr. Connolly has opened Delos’s first west coast office - in Newport Beach California, he works with high-net-worth families and business owners to help them achieve their definitions of financial success, and serves as President of the Delos Risk Management arm of DCA.