Marketing

Our marketing team provides astute and timely guidance on what financial advisors need.  In addition to preparing presentations, advisor and client facing materials, Aviance focuses on what investors need to make sound investment decisions with their financial advisors.  Aviance offers financial professionals fact sheets, market analyses, commentary and in-depth presentations.  We draw from the expertise of two seasoned marketing motivators in the financial industry from Don Connelly & Associates.

Don Connelly is perhaps the financial industry’s most successful speaker, story teller, motivator and mentor to Advisors. His career on Wall Street spans more than 50 years and includes positions as stock broker, financial planner, branch manager, wholesaler, national sales manager and for nearly 19 years, company spokesperson, Senior V. P. and Senior Marketing Officer for an internationally renowned money management firm.

Don has lectured to tens of thousands of investors and financial services professionals in large cities, small towns, boardrooms, and universities. Audiences at England’s Cambridge University, Harvard, Wharton School of Business, Chapman College and Pepperdine have all benefited from his presentations. He’s shared his wisdom with Investment professionals abroad in New Zealand, Australia, Spain, Canada, England, Ireland and South Korea. In the past few years he has given several presentations to the prestigious Million Dollar Roundtable as both a main platform and workshop speaker.   Each of his audiences is left with great ideas and a memorable experience.

As co-founder of Don Connelly & Associates, LLC (donconnelly.com) Don is known as an expert on managing client relationships and inspiring financial advisors to achieve great accomplishments. 

Rebecca Saggau is a 30 year veteran of the financial services industry.  Specializing in the marketing and distribution of investment management products and services since 1986, she began her financial services career as a Regional Vice President and Mutual Fund Wholesaler for Colonial Funds.   After managing territories for Putnam Investments and later, American Capital, in 1992 she became Director of Marketing for Round Hill Securities, an Independent Northern California Bay Area Brokerage Firm.  In 2006 she co-founded Don Connelly & Associates LLC as the Managing Partner.

Don Connelly & Associates is not affiliated with Aviance Capital Management.