White Plains, New York-based Seven Bridges Wealth Advisors announced that Jon Connell has joined the firm as Managing Director and will head its new Saratoga Springs, New York, office. Connell is a former Private Wealth Advisor at Edward Jones, where he oversaw $165 million in client assets.
“We are thrilled to welcome Jon to our team as we expand our reach in New York by opening our new Saratoga Springs location,” said Max DiSesa, Managing Partner of Seven Bridges. “As a next-generation advisor, he brings the energy and drive to grow his business and serve his clients with distinction that is a perfect fit with our team. Seven Bridges is a stronger firm with him on the team, and our Saratoga Springs office gives him the platform and the people to keep serving clients at that level, now on his own terms.”
Connell served eight years as an infantry officer in the U.S. Army, serving with the Rangers. He began his wealth management career in 2020 with Edward Jones.
“Joining Seven Bridges is a natural next step in our commitment to putting clients first,” said Connell. “We have shared values and a shared vision of delivering the institutional-grade services and personal touch our clients expect and deserve. This is a long-term partnership built around doing what’s right for those we serve, today and for generations to come.”
Joseph Femia, Managing Partner of Seven Bridges added, “We established our firm on the idea that clients deserve a team, not just an advisor. As we establish hubs and strategic partnerships across New York and into new markets, like Saratoga Springs, we integrate that same model that has always made us who we are today.”
Seven Bridges Wealth Advisors left Ameriprise in February to operate as an independent firm. The advisor-owned and led firm had $1 billion in client assets at Ameriprise and affiliates with NewEdge Advisors. The firm has offices throughout New York’s Westchester County and Hudson Valley, including White Plains, Poughkeepsie, Wallkill, Albany and now Saratoga Springs.
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