HTG Investment Advisors is pleased to announce that Kerry Connell has earned the Certified Financial Planner designation. CFO certificants must pass the comprehensive CFP Certification Examination, meet work experience requirements, and agree to put clients’ interests first by adhering to the CFP Board’s Code of Ethics and Professional Responsibility.
Ms. Connell joined HTG in 2014 as an advisor. She works with clients to craft financial plans and investment portfolios based on clients’ financial resources and goals. She is also involved in the firm’s management and strategic planning initiatives and contributes to HTG’s educational and networking efforts. Prior to joining HTG, Kerry spent over nine years at Wilson Sonsini Goodrich and Rosati, P.C. counseling and advising entrepreneurs, technology companies and venture capital firms on their legal and business needs.
Ms. Connell received her JD/MBA from the Northwestern University and is a graduate of Tufts University with concentrations in quantitative economics and political science. Ms. Connell can be reached atkerry@htgadvisors.com or 800-810-1119.
HTG Investment Advisors is an independent investment advisory firm devoted to the individual investor. Founded in 1993, HTG is a fee-only, Registered Investment Advisor, and operates under the regulations of the Securities and Exchange Commission (SEC). HTG serves over 200 families and manages over $400 million in assets.
Kerry Connell of HTG Investment Advisors in New Canaan has earned the Certified Financial Planner designation.
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