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Craig C
Series 63, Series 65
Mesa, AZ
The Partners Wealth Management
Craig Connolly is a financial advisor at The Partners Wealth Management with five years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Scf Investment Advisors, Inc and RDX Flex, LLC. Outside of advising, he is involved in solar sales and serves as CFO for a family-owned small business. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm uses a combination of customized portfolios and model-based management, working with both internal and third-party models and investment managers, and employs the Amplify Platform for trading and back-office functions.
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