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.

My consultative process begins with an in-depth discussion of your current finances and future objectives. We’ll address issues you might have overlooked and determine how we can help you adjust your investment strategy 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
  • 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
  • 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
  • See April On the Markets from the Global Investment Committee featuring

    • "Déjà Vu All Over Again" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees similarities between this year’s stock market behavior and that of early 2014. In both years, stocks were off to a rocky start. Last year, the S&P 500 went on to amass a double-digit gain. He says the stock market is now poised for a rebound as well.

    • "New Titans of Tech" The leading companies in technology today are clustered in four critical areas: security, mobile/social, analytics and the cloud. Casey Galligan and Vijay Chandar, market strategists at Morgan Stanley Wealth Management, describe the new look of the tech sector.

    • "Buying Bonds in a Brutal Market" Yes, global yields are at levels so low that they were inconceivable just a few years ago. That may turn off some investors, but many need to buy bonds for portfolio diversification. Doug Peebles, head of fixed income at AB, explains how he handles the task.

    Plus, more on global equities, fixed income securities, currencies and the economy.

  • 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.

  • 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.

Dennis R McConnell holds the following registrations:
Securities Agent: AZ, CA, FL, IL, KS, KY, MS, NM, OK, OR, SC, TX, 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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*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.
Awards Disclosures

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