KeatsConnelly - Cross Border Wealth Management Employee Directory

Investment ManagementArizona, United States11-50 Employees

KeatsConnelly is the largest cross-border wealth management firm in North America that specializes in assisting Canadians and Americans in realizing their dreams of a cross-border lifestyle.  KeatsConnelly provides advice on how Canadians can move, work or invest in the US.  More specifically, we provide advice on how to effectively move across the border, reduce the Canadian exit tax, what to do with your RRSPs, cross-border estate planning, investment management, US-Canada tax planning and preparation; all to improve your cross-border lifestyle.

KeatsConnelly has a subsidiary in Canada that provides portfolio management in Canada (BC, AB and ON).  For more information go to www.keatsconnelly.ca.  KeatsConnelly also has a subsidiary called Cross Border Tax & Accounting to provide US and Canadian tax planning and preparation.  Go to www.cbta.net for more information.

Our offices are in Phoenix, Arizona, Boynton Beach, Florida and Calgary, Alberta Canada.  

The firm's fee-only compensation model enables the company to maintain its philosophy of promoting clients' best at all times, while avoiding any potential conflict of interest with commissions.

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

KeatsConnelly - Cross Border Wealth Management Global Highlights

North America
24

United States Of America
23
Canada
1

Africa
1

Kenya
1

Asia
1

China
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

KeatsConnelly - Cross Border Wealth Management's Leadership

T. C.
President And Financial Advisor
Mobile Phone
Email
J. N.
Owner
Mobile Phone
Email
J. R.
Director Of Business Development
Mobile Phone
Email
M. C.
Director Of Technology
Mobile Phone
Email
C. N.
Tax Manager
Mobile Phone
Email
L. D.
Adminstrative Assistant
Mobile Phone
Email
J. P.
Associate Planner
Mobile Phone
Email
B. M.
Marketing Administrator
Mobile Phone
Email

Contact profiles from KeatsConnelly - Cross Border Wealth Management

Name

Title

Contact Info

Location

Last Update

T. C.
President And Financial Advisor
Mobile Phone
Email
United StatesIowa
Nov 15, 2025
J. N.
Owner
Mobile Phone
Email
Oct 18, 2024
J. R.
Director Of Business Development
Mobile Phone
Email
United StatesFlorida
Aug 02, 2025
M. C.
Director Of Technology
Mobile Phone
Email
Oct 16, 2024
C. N.
Tax Manager
Mobile Phone
Email
United StatesArizona
Oct 16, 2024
L. D.
Adminstrative Assistant
Mobile Phone
Email
United StatesFlorida
Oct 27, 2025
J. P.
Associate Planner
Mobile Phone
Email
United StatesFlorida
Nov 16, 2025
B. M.
Marketing Administrator
Mobile Phone
Email
United StatesArizona
J. H.
Paraplanner
Mobile Phone
Email
United StatesArizona
Jan 31, 2024
M. U.
Individual Account Operations Associate
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is KeatsConnelly - Cross Border Wealth Management known for?

KeatsConnelly - Cross Border Wealth Management was founded in 1990 operates in the Investment Management industry. The company's main headquarters is located in 3336 North 32nd Street, Suite 100; you can contact the 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?

KeatsConnelly - Cross Border Wealth Management employees' email format typically follows the pattern of . 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?

KeatsConnelly - Cross Border Wealth Management has approximately 11 employees as of December 2025. These team members are located across 4 continents, including North AmericaAfricaAsia.

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

As of December 2025, KeatsConnelly - Cross Border Wealth Management's key employees include:

President And Financial Advisor: T. C.
Owner: J. N.
Director Of Business Development: J. R.
Director Of Technology: M. C.
Tax Manager: C. N.

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