Dennis McConnell

About Dennis McConnell

My ongoing goal is to work to add long term value for you. We begin by discussing your priorities and what you value. Our discussions may include asset growth or preservation, legacy planning for your family or possibly for the benefit of your favorite cause, or simply answering the question \"can I retire?\" and how do I turn my retirement assets into retirement income. After analyzing and evaluating your information, we formulate and recommend an investment strategy to assist you in achieving your most important goals, whether investing for future retirement, or planning for other goals that may be unique to you. My experience has shown that the opportunity for successful investing should include an ongoing process of communication and consultation, as both your unique financial and personal situations and the external markets change over time. Morgan Stanley Wealth Management offers a vast array of financial resources and intellectual capital from which we can draw to decide what is most appropriate for how you invest and what you want to achieve. To better serve the people with whom I work, I have earned and maintain the ongoing continuing education requirements for the CERTIFIED FINANCIAL PLANNER™ * certification, and the Chartered Financial Consultant® designation, awarded through the American College of Financial Services.

Experience

1. Vice President - Senior Portfolio Manager Financial Advisor

   Morgan Stanley

   Jan 2018 — Present · The Woodlands, TX, US

Education

• University of Illinois at Chicago

  Master of Science

  1972 — 1975

• Southern Illinois University, Carbondale

  Bachelor of Science

  1969 — 1972