Dennis R McConnell - Morgan Stanley Financial Advisor - The Woodlands, TX
Morgan Stanley
Dennis R McConnell, CFP, ChFC, CMFC
Associate Vice President, Wealth Management
Financial Advisor
Portfolio Manager
24 Waterway Ave.
Suite 600
The Woodlands, TX 77380
tel: (281) 362-4743
toll-free: (800) 422-5766 
fax: (281) 362-4747

For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked that can have a significant impact on your ability to retire as planned. Finally, we’ll determine how we can help you adjust your investment strategy as necessary to accommodate changing conditions and meet any unforeseen expenses and income demands that may arise during retirement.

Associations
  • Church Council at Tree of Life Lutheran Church, Conroe, Texas
  • Board Member- SCTA Home Owners Board
  • Houston Geological Society, Former Chairman Publication Sales
Services
  • Financial Planning
  • Retirement Planning
  • 401(k) Rollovers
  • Asset Management
  • Annuities
  • Access to Lending Services
  • Education Planning
  • 529 Plans
  • Estate Planning Strategies
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
  • Completed American College of Financial Services course: Retirement Income Process, Strategies and Solutions, part of ciriculum preparing for Retiremment Income Certified Professional, September, 2013
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
  • Whenever the S&P 500 experiences a 1% move (up or down), The 1% Move posted in Investing and Market Insights, will provide guidance. Whenever you have questions about market activity, please contact us.

  • See September On the Markets from the Global Investment Committee featuring

    “Attitude Matters” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says few investors believe the world can overcome the obstacles it faces. And this attitude, he adds, prevents them from seeing and acting on positive developments.

    “Say What? Biotech Is Cheaper Than Pharma?”  Historically, US biotechnology stocks have traded at a big premium to big European and US pharmaceutical companies because of their much faster growth rate. But now, for a variety of reasons, biotech is on a par with big pharma or even cheaper. Adam Parker, chief US equity strategist for Morgan Stanley & Co., explains how this anomalous behavior came to be.

    "Higher Oil Prices and Reforms Give MLPs a Lift"  Last year, midstream master limited partnerships faced a perfect storm of lower commodity prices, falling US hydrocarbon production and rising interest rates—and the results were brutal. Now, attractive valuation, higher energy prices and industry reforms give MLPs a brighter outlook, writes Vijay Chandar, market strategist for Morgan Stanley Wealth Management.

    • Plus, look for more on equities, fixed income and a Q&A with Morgan Stanley Investment Management’s Ruchir Sharma about the changing nature of the emerging markets. 

  • As a Chartered Financial Consultant (ChFC) I will review your whole financial picture to help educate you on decisions that you and your family make concerning appropriate investments, within your risk tolerance, while providing high quality service. To learn more, email me.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Dennis R McConnell holds the following registrations:
Securities Agent: AZ, CA, CO, FL, IL, KS, KY, MD, MS, NM, OK, OR, SC, TX, UT, VA; General Securities Representative; Investment Advisor Representative; Managed Futures

NMLS#: 1265336

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.
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Awards Disclosures

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