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My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.
Associations
- Church Council at Tree of Life Lutheran Church, Conroe, Texas
- Houston Geological Society, Chairman Publication Sales
Services
- Financial Planning
- Retirement Planning
- 401k Rollovers
- Asset Management
- Annuities
- Lending Services
- Education Planning
Education and Licensing
- Bachelor of Science
Southern Illinois University Carbondale - Master of Science
University of Illinois at Chicago - Courses leading to CFP certification 2001-2003
The American College - Coursework for CMFC, presented March 2006
College of Financial Planning - Courses leading to ChFC designation 2010. awarded March 2011
The American College - Series 7, 63, 65, 31 licensed
Business Experience
- 1999
- present: Financial Advisor Morgan Stanley*
I enjoy working with people having experience in the petroleum industry, both retirees and those preparing for retirement. - 1974
- 1999: Amoco Production Company
Multi-discipline team (engineers, economists, geoscientists) evaluations of select areas of Africa, the Middle East and West Texas
Bulletin Board
- Starting in 2013, high-income individuals will face additional federal tax changes because of the Patient Protection and Affordable Care Act, also known as Obamacare. Learn more about the new Medicare taxes on wages and investment income, as well as strategies to help minimize your tax burden.
Overreacting to the market events often forces investors to sell at the bottom or miss out on a subsequent recovery. By reviewing your long-term, diversified investment plan on a periodic basis, we can alter it as your needs change—or help you stick to it when the market starts to make you jittery. Diversification does not assure a profit or protect against loss in declining financial markets.
Dennis R McConnell is licensed in the following state(s):
AZ, CA, CO, FL, GA, IL, KY, MS, NM, OK, OR, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
Awards Disclosures
