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.
- Church Council at Tree of Life Lutheran Church, Conroe, Texas
- Houston Geological Society, Chairman Publication Sales
- Financial Planning
- Retirement Planning
- 401k Rollovers
- Asset Management
- Lending Services
- Education Planning
- 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
- present: Financial Advisor Morgan Stanley*
I enjoy working with people having experience in the petroleum industry, both retirees and those preparing for retirement.
- 1999: Amoco Production Company
Multi-discipline team (engineers, economists, geoscientists) evaluations of select areas of Africa, the Middle East and West Texas
- 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.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
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