CHAD CONOLY
Financial Advisor
Born and raised in Montgomery, Alabama, Chad Conoly is a dedicated financial advisor with a strong passion for helping others pursue their financial goals. A proud alumnus of Auburn University, Chad earned his Bachelor of Science in Business Administration with a concentration in Business Finance.
Chad joined InVista Advisors in 2023 as a part time financial analyst, where he quickly established himself as a key contributor to the firm. In late 2024, he transitioned into his current role as a financial advisor. Leveraging his analytical experience, Chad oversees InVista’s investment analytics, playing a vital role in supplying the firm’s investment committee with information to make informed decisions on the firm’s proprietary investment models. Additionally, he serves on the InVista Advisors Investment Committee, contributing investment strategies.
Holding his Series 65 license through InVista Advisors, Chad takes pride in providing thoughtful, personalized guidance to clients. His commitment to financial planning and investment management stems from a genuine desire to help individuals and families navigate complex financial decisions with confidence and clarity.
Chad is also a proud supporter of the National Marrow Donor Program, a global leader in bone marrow and stem cell transplantation for those in need.
When not working with clients, Chad enjoys watching the Premier League, traveling and supporting Auburn Athletics.
Chad Conoly is solely an investment advisor representative of InVista Advisors, and not affiliated with LPL Financial.