Martin Connolly J.D., RICP®

Researcher
DISC Type : Cs

Partner & Private Wealth Advisor at LiveWell Capital - Northwestern Mutual

Greater Boston, United States

Overview

Martin is a Partner and Private Wealth Advisor at Northwestern Mutual, specializing in trusts and estates. He leverages his Juris Doctor from Suffolk University Law School and RICP® certification to develop comprehensive financial plans, helping clients with their personal, family, and business goals.

Originally from Gloucester, MA, Martin now lives there with his wife and three sons. He is actively involved in his community, having supported Alexs Lemonade Stand, run the Boston Marathon for Horizons for Homeless, and led a Habitat for Humanity team.

Before his finance career, Martin worked for his father’s company, building and renovating historic homes on the North Shore.

Personality Overview

Cost Conscious

Perfectionist

Detail Oriented

The only way to convince them is by showing them examples and ample proof.  They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are always well-planned and adopt a systematic approach.

Topics They Care About

Holistic Financial Planning
Develops personalized strategies for clients, covering everything from retirement and investments to life insurance and estate planning to help them achieve their goals.
Trusts & Estates
Graduated from law school with a concentration in this area and leverages that expertise to help clients protect their legacies and minimize taxes.
Community Philanthropy
Has a history of supporting charitable causes, including fundraising for childhood cancer research, homeless children, and volunteering for Habitat for Humanity.

Media Appearances

Martin has no verified media appearances

Work History

12-2025
Partner & Private Wealth Advisor at LiveWell Capital - Northwestern Mutual
5-2013 - 12-2025
Wealth Management Advisor at Northwestern Mutual Boston Downtown

Education

2011 - 2013
Law from Suffolk University Law School
1997 - 2001
Bachelor of Arts (B.A.) from The George Washington University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Boston, United States Job Level : N/A Designation : Partner & Private Wealth Advisor at LiveWell Capital - Northwestern Mutual
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Insights For Selling To Martin

During A Call Or A Meeting

DO's

  • Share whitepapers or case studies that showcase measurable results instead of just telling customer stories
  • Use a presentation with information before getting into a live product walkthrough
  • When following up with them, expect slowness; use questions to engage them, preferably over email.

DONT's

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don’t overhype the product/pitch, keep it measured
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Martin is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Martin

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Martin move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Martin take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Martin

Personality Compatibility


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