Gerard E. McConnell - Morgan Stanley Smith Barney Financial Advisor

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Welcome Services Experience Education Associations

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations

Delaware County Chamber of Commerce, Member - Board of Directors, Media, PA
Haverford Partnership for Economic Development, Havertown, PA

Services

Wealth Management
Asset Management
Financial Planning
Estate Planning
Retirement Planning
Business Planning
Lending Services
Philanthropic Services
Qualified Plans
Fixed Income
Municipal Bonds
529 Plans
Cash Management
Foreign Exchange
Alternative Investments

Education and Licensing

Series 7 - General Securities Representative
Series 66 - Combined Investment Advisory Agent & Uniform State Exam
Bachelor of Business Administration, 1983
Saint Joseph's University
Philadelphia, PA
Associate of Business Administration, 1980
University of Pennsylvania - Wharton School
Philadelphia, PA

Business Experience

Morgan Stanley Smith Barney
Financial Advisor
Financial Planning Specialist
Bryn Mawr, PA
Meritage Mortgage Corporation
Regional Sales Manager
Philadelphia, PA
Chase Manhattan Mortgage
Vice President, Correspondent Lending
Philadelphia, PA

Bulletin Board

Are you ready for retirement? We think of retirement as part of the bigger picture- your life. Whatever you have in mind, the ideal is to have the flexibility to make choices based on what you want to do, not what you have to do. Using the phone number above, call to develop a plan for achieving the retirement you envision.
As Financial Advisors whose focus is on wealth management, we know all about the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments— to talk to us about your business needs, too, call or email us.
The introductions that we have received from our clients' business and personal contacts are greatly appreciated. If we can be of assistance to your colleagues, family or friends in helping them to achieve their financial goals, have them contact us.

Gerard E. McConnell is licensed in the following state(s): CA, CT, DE, MD, NC, NJ, NV, NY, PA, RI, 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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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 Smith Barney.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .