David Connolly, CFA, is a seasoned financial advisor currently serving at Robert W. Baird & Co. since May 2014. Prior to this, David worked at Graystone Consulting from September 2002 to May 2014 as both a financial advisor and institutional consulting analyst. David’s experience in the financial sector began at Morgan Stanley, where an advisory role was held from 1998 to 2002. David specializes in financial planning and investment advice for individual investors and 401(k) plans. David holds a Bachelor of Science degree in Business from Methodist University, earned between 1993 and 1996.
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