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KeatsConnelly - Cross Border Wealth Management Employee Directory

Investment ManagementArizona, United States11-50 Employees

KeatsConnelly - Cross Border Wealth Management is an investment management firm that focuses on Canadians and Americans pursuing a cross-border lifestyle. It provides guidance on how to move, work, or invest in the United States, and covers cross-border planning topics such as minimizing Canadian exit tax, managing RRSPs, cross-border estate planning, and US-Canada tax planning and preparation, alongside investment management. The firm operates on a fee-only model to align client interests and reduce potential conflicts of interest.

Based in Phoenix, Arizona, it maintains offices in Boynton Beach, Florida, and Calgary, Alberta, and has a Canadian subsidiary that offers portfolio management in BC, AB, and ON. A separate entity provides cross-border tax and accounting services.

Find KeatsConnelly - Cross Border Wealth Management employees' phone numbers or email addresses

KeatsConnelly - Cross Border Wealth Management Global Highlights

Location
Employees

North America
26

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  • United States Of America
    26

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Africa
1

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  • Kenya
    1

Asia
1

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  • China
    1

KeatsConnelly - Cross Border Wealth Management's Leadership

  • Owner at KeatsConnelly - Cross Border Wealth Management
    J. N.
    Owner
    Mobile Phone
  • Director Of Technology at KeatsConnelly - Cross Border Wealth Management
    M. C.
    Director Of Technology
    Mobile Phone
  • Individual Account Operations Associate at KeatsConnelly - Cross Border Wealth Management
    M. U.
    Individual Account Operations Associate
    Mobile Phone
  • Advisor at KeatsConnelly - Cross Border Wealth Management
    S. T.
    Advisor
    Mobile Phone

KeatsConnelly - Cross Border Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Real Estate
  • Business
  • Other

Contact profiles from KeatsConnelly - Cross Border Wealth Management

Name
Title
Contact
Location
Last Update
  • Owner at KeatsConnelly - Cross Border Wealth Management
    J. N.
    Owner
    Mobile Phone
    Oct 18, 2024
  • Director Of Technology at KeatsConnelly - Cross Border Wealth Management
    M. C.
    Director Of Technology
    Mobile Phone
    Jul 31, 2026
  • Individual Account Operations Associate at KeatsConnelly - Cross Border Wealth Management
    M. U.
    Individual Account Operations Associate
    Mobile Phone
    Oct 21, 2024
  • Advisor at KeatsConnelly - Cross Border Wealth Management
    S. T.
    Advisor
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is KeatsConnelly - Cross Border Wealth Management known for?

Minus sign iconPlus sign iconKeatsConnelly - Cross Border Wealth Management was founded in 1990 and operates in the Investment Management industry. You can contact KeatsConnelly - Cross Border Wealth Management's main corporate office by phone at
+1-602-955-****
. Explore KeatsConnelly - Cross Border Wealth Management's company overview page for more information.

What is KeatsConnelly - Cross Border Wealth Management's most common email format?

Minus sign iconPlus sign iconKeatsConnelly - Cross Border Wealth Management employees' email format typically follows the pattern of FirstL@keatsconnelly.com. Trying to find reliable and up-to-date employee contact data? Find more KeatsConnelly - Cross Border Wealth Management email formats with LeadIQ.

How many employees does KeatsConnelly - Cross Border Wealth Management have currently?

Minus sign iconPlus sign iconKeatsConnelly - Cross Border Wealth Management has approximately 11 employees as of August 2026. These team members are located across 4 continents, including North America, Europe and Africa.

Who are KeatsConnelly - Cross Border Wealth Management's key employees and leadership?

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As of August 2026, KeatsConnelly - Cross Border Wealth Management's key employees include:

  • Owner: J. N.
  • Director Of Technology: M. C.
  • Individual Account Operations Associate: M. U.
  • Advisor: S. T.

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