DeAnna Connell
Senior Client Associate
Years of Experience:
35 years
Designations/Certifications/Classes
- Series 7, 63 and 66
Other Notable Information
- DeAnna uses her vast industry knowledge to provide exceptional ongoing client support. Her responsibilities include processing client service requests, assisting with the movement of funds and equities, reviewing paperwork for completeness, addressing and resolving routine and non-routine client inquiries, opening new accounts and trade executions. She works hard to build and maintain client confidence and takes pride in providing the highest level of customer service.
- DeAnna spent nine years at Kirkpatrick Pettis Smith Polian where she gained experience in mutual funds, reorganization, new accounts, physical securities processing and finally finding her passion in customer service as a sales assistant. She brings more than 20 years of experience combined through mergers and acquisitions with A.G. Edwards, Wachovia Securities and Wells Fargo Advisors in front-office customer service roles.
- She grew up in Council Bluffs, Iowa, and currently resides in Omaha, Nebraska with her husband, John. Outside of the office, DeAnna enjoys reading, crafts and spending time with her family.
Personal Q&A
What quality/qualities make you stand out to your clients or coworkers?
I am a proactive thinker, reliable, ethical and a great problem solver who is courteous and compassionate. When clients come to me, they know even if I don’t have or know the solution to their issue, I will find and resolve it in a timely manner.
What do you consider your biggest accomplishment at Private Wealth?
Helping cultivate deep and long-lasting relationships with our customers, their families and their trusted outside professionals.
Where are you from? Where did you grow up?
“Is this Heaven? No, it’s IOWA!”
What are your hobbies or favorite things to do in your free time?
Spending time with family and friends.
Favorite TV show, movie, or band?
Steel Magnolias: “Laughter through tears is my favorite emotion.”
What motivates you or makes you happiest in your role?
I love helping the advisors solve their client’s complex issues and knowing that we are improving their lives, as well as the lives of their families, for generations to come.
What is the best piece of financial advice you ever received?
Pay yourself first.
Where is the coolest place you’ve ever visited, or want to visit?
Ireland: it was absolutely picturesque!
Favorite Food?
Asian food.
Tell us about your family, pet(s) or give a fun fact about yourself!
I am married to John; we are empty nesters with 6 children, many grandchildren and an English Springer Spaniel named Scout. Scout is supposed to be my husband’s pheasant hunting buddy, but in reality, she’s my 45 lb lap dog with a BIG personality!