Stu Connelly
Client Development Advisor at Brooklyn Fi
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Serving Clients Nationwide
Client Development Advisor at Brooklyn Fi
Areas of Focus
- Equity Compensation Options
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Stu Connelly
Hi, I'm Stu Connelly, Client Development Advisor at Brooklyn FI.I bring 15 years of experience in wealth management, with a career spanning client relationships, financial planning, business strategy, and growth. I've spent much of that time working with individuals and families through important financial decisions, helping simplify complex choices and giving people the confidence to move forward.
Throughout my career, I've been especially drawn to the relationship side of the business: understanding what matters most to people, building trust, and helping turn good intentions into action.
I live in North Texas with my wife, our three daughters, and two dogs. Outside of work, life is usually centered around family, whether I'm working on a project around the house, golfing, getting in an early workout, or spending time with the girls. A longtime dream of mine is to build out our family ranch, Tres Flores, named for my three daughters.
Primary Location
Dallas, TX
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Flat Fee
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to learn more about our discovery process, then schedule a financial planning discovery call.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About BKFi
Brooklyn Fi is a full-service financial planning, tax, and investment firm specializing in tech professionals and creatives on the path to financial independence.We're based in Brooklyn but have employees and clients all over the world.
We help our clients get their financial lives together, make smart moves with the money they have, and make smart plans for what's to come. We advise on a vast array of strategies in our comprehensive financial planning process.
The F.I. in Brooklyn F.I. stands for Financial Independence. The central idea at the core of our planning practice is that money is just a tool to live your best life.
We know something most financial advisors and planners don’t know—that a passion is more important than a salary. We like to think that we specialize in turning side hustles into nest eggs.
As financial planners, we seek to provide a holistic picture of your net worth and a path to financial independence at any age. We’ll take care of everything from raising your credit score to funding your retirement.
By becoming a Brooklyn FI client, you're joining a network of creative and technology professionals who are succeeding, not just scraping by.
Education
Bentley University, BS, Business Management and Ethics; Bentley University, Bachelor of Science (BS), Business Administration, Management and Operations
Hobbies and Interests
- Family
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Artists
- Business Owners
- Dual Income Family
- Gen X
- Gen Y / Millennials
- Newly Engaged / Newlywed
- Parents
- Remote Workers
- Technology Professionals
- Travel Lovers
- Women Professionals
- Women’s Finance
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