Dennis R McConnell - Morgan Stanley Financial Advisor - The Woodlands, TX
Morgan Stanley
Dennis R McConnell, CFP, ChFC, CMFC
Financial Advisor
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
  • 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
  • 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

    • "Seventh Inning Stretch" We expect US equities to continue to rise in line with earnings growth, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. That means returns could be closer to 7% or 8% rather than the 20%-plus average of the past five years.

    • "Still Prefer Developing to Emerging Markets" Morgan Stanley & Co. equity strategists say the best opportunities this year are in the developed markets, especially Europe and Japan. They expect the emerging markets to continue to underperform.

    • "ContagEM: Could It Be Worse Than in the 1990s?" The emerging markets went through two sizeable economic shocks in the 1990s, with little noticeable impact on the developed markets. Because the emerging markets now make up a larger share of the global economy, an EM economic shock today could hit the developed markets much harder.

    Plus, look for more on economics, equities and fixed income investments.

  • 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.

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

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.
Awards Disclosures

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