Jake Connolly is an Investment Adviser Representative with Northern Alliance Financial, helping individuals and families build comprehensive financial strategies designed to support their long-term goals. With more than 20 years of experience in banking, lending, trust administration, investment management, and financial planning, Jake brings a broad perspective and disciplined approach to helping clients navigate important financial decisions.
As a CERTIFIED FINANCIAL PLANNER™ professional and Certified Trust and Fiduciary Advisor (CTFA), Jake is committed to providing objective guidance and acting in the best interests of those he serves. His background in trust administration and fiduciary oversight allows him to help clients simplify complex financial matters while developing personalized strategies tailored to their unique needs and priorities.
Jake enjoys working with clients on matters including:
A lifelong resident of Winslow, Maine, Jake is proud to serve clients throughout the state and his local community. When he’s not working with clients, he enjoys spending time with his wife, Erica, and their three children, traveling, hiking, camping, and enjoying all that Maine has to offer.