Chris Connelly

Chris Connelly is president and co-founder of Foley/Connelly Financial Partners, LLC. Chris is a graduate of the University of Massachusetts at Amherst with a degree in Economics.

Chris has been in the financial services field since 1998 and co-founded Foley/Connelly Financial Partners in 2004 with Brian Foley. Chris specializes in wealth and risk management for high net worth individuals and closely held businesses. His primary focus is in the areas of investment, retirement, and executive benefit planning.

Chris has built his practice and his reputation on his client’s first approach. He holds FINRA Series 7 (General Securities Representative), 6 (Investment Company Products/Variable Contracts Limited Representative), and 63 (Uniform Securities Agent State Law Exam) licenses and is a Registered Representative of Kestra Investment Services, LLC and an Investment Advisor Representative of Kestra Advisory Services, LLC. Being a truly independent advisor, Chris is able to choose from a broad array of investment and insurance products to match clients with what is appropriate for them, not what is best for the big investment and insurance companies. It is this independent approach, along with Chris’s integrity and commitment to his clients that allow them to make complex financial decisions, and ultimately help reach their goals.

Chris resides in West Springfield and has two children; Liam and Campbell. In his spare time he enjoys playing racquetball, hockey, and golf.

Owen Freeman-Daniels

Owen Freeman-Daniels, CFA, ChFC®, CASL®, CFP® is a producer for Foley/Connelly Financial Partners, the Benefits Group, and Foley Insurance Group. He graduated Magna cum laude from Amherst College with a degree in special studies (ethics).

Owen started in the financial services industry in 2001 with New England Financial, a company which focused on insurance products for business owners and individuals. He worked on financial strategies, investments, and insurance for retirees, farmers, young families, and eventually found an affinity with public employees. In 2005 Owen started his own practice called Public Employees' Retirement Insurance Services and simultaneously joined Foley/Connelly Financial Partners.

Owen specializes in individualized financial plans, retirement investment portfolios, and both personal and business insurance. His specific areas of expertise also include the multitude of pension systems for public employees in Massachusetts. Owen has done scores of trainings and workshops all over Western Mass on the subject of pension projections for public employees, retirement & benefit planning, and insurance during retirement.

Owen is a CFA® charterholder, Chartered Financial Consultant™ (ChFC®), a Chartered Advisor for Senior Living™ (CASL®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). He holds the FINRA Series 7 (General Securities Representative), Series 65 (Uniform Investment Adviser Law Exam), Series 63 (Uniform Securities Agent State Law Exam), and Series 24 (General Securities Principal) licenses and is a Registered Representative of Kestra Investment Services, LLC. He is also an Investment Adviser Representative of Kestra Advisory Services, LLC. He has the ability to customize strategies for each client's particular situation.

Owen lives in Goshen. In his spare time he returns phone calls.

 Securities offered through Kestra Investment Services LLC (member FINRA/SIPC). Investment Advisory Services offered through Kestra Advisory Services LLC (Kestra AS). Foley/Connelly FinancialPartners or any other entity listed. 

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This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of  Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Compliance Department at 512-697-6000.

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