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Joseph Connell

Joseph Connell

Wealth Planning

  • Bethlehem, PA
  • The Millionaire Next Door | Patriots Day
  • My late grandfather, Chase Utley, and Franklin Delano Roosevelt
  • Compound interest is the eighth wonder of the world. He who understands it, earns it... he who doesn't... pays it. -Albert Einstein
  • Honesty, consistency, and strong work ethic

Financial Advisors

Joseph Connell is a wealth management financial advisor based in Bethlehem, PA.

In 2017 Joe joined CAPTRUST from Moravian College, where he served as a graduate assistant. In his current role as a wealth advisor, he is responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives. 

Prior to Moravian College, Joe was an associate financial advisor with Legacy Planning Partners. He has been in the industry since 2014.


  • Master of Business Administration degree in Business Analytics from Moravian College 
  • Bachelor of Arts degree in accounting from Moravian College 


  • Board member and secretary, St. Anne Educational Endowment Fund 

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