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
  • Houston Geological Society, 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.

  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend, or just have them Google search my name.

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

    A Rough Start” The financial markets just completed one of the worst Januarys on record. Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, believes the volatility could continue into the spring. The upside is likely to be limited, but with some tactical trading opportunities.

    “The Four D’s of Recession” Ellen Zentner, chief US economist for Morgan Stanley & Co, watches deceleration, diffusion, depth and duration—the “four D’s”—to determine if a recession is in the works. For now, she gives it a 20% probability.

    “Favor Quality Growth Stocks With Catalysts” In the year ahead, owning quality growth stocks may not be enough, writes Dan Skelly, senior equity strategist for Morgan Stanley Wealth Management. He says companies need to have a catalyst such as a sustainable technology trend or political and/or athletic events to help them realize their potential.

    Plus, look for more on economics, bonds and alternative investments.

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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