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Dave Connelly, Financial Advisor

FINANCIAL ADVISOR
Dave Connelly

300 B West Main Street, Greenville, OH 45331opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Not-for-profit Organizations

About Dave

SIMPLIFY. Life is complex enough. My passion is helping people simplify their financial lives.

In 1994, I graduated from Miami University and taught elementary school for six years. I found there is great value in explaining things to another human being in plain English.

An Edward Jones financial advisor began helping me during my first year as a teacher by asking what was important to me. He provided specific and tailored recommendations for me, and he partnered with me regularly to help stay on track. He explained things to me in a way that I could fully understand and then convinced...

Work History

  • Edward JonesJune 2001 to Current

Education

  • Miami University OxfordBachelor of Science

Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Hockey
  • Traveling
  • Cooking

Team Members

  • Mindy McGlinch
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Phone

(937) 548-6253

Fax

(888) 219-4365

Office Address

300 B West Main Street
Greenville, OH 45331opens in a new window

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