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Financial Advisor
Financial Planning Associate
Financial Planning Associate
Two Town Place
Suite 100
Bryn Mawr, PA 19010
Suite 100
Bryn Mawr, PA 19010
tel: 610-542-2958
toll free: 800-221-8496
fax: 610-527-6397
toll free: 800-221-8496
fax: 610-527-6397
Welcome
Associations
- Delaware County Chamber of Commerce
Media, PA - Haverford Township Civic Council, Havertown, PA
- The Ancient Order of Hibernians, Havertown, PA
- Malvern Retreat House, Development Council, Malvern, PA
- Malvern Prep Father's Club, Malvern, PA
Education and Licensing
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Bachelor of Business Administration, 1982
Saint Joseph's University
Philadelphia, PA - Associate of Business Administration, 1980
University of Pennsylvania - Wharton School
Philadelphia, 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
Business Experience
- Morgan Stanley Smith Barney*
Financial Advisor
Financial Planning Associate
Bryn Mawr, PA - Meritage Mortgage
Regional Sales Manager
Philadelphia, PA - Chase Manhattan Funding
Manager - Correspondent Lending
Philadelphia, PA
Bulletin Board
- Recent changes in pension tax law afford business owners the ability to make significantly larger contributions to a plan consisting of both a Defined Contribution plan and an Insured Defined Benefit plan. Call today to learn more, and to find out if a plan may be right for your business.
- The amount of income you’ll need in order to live comfortably once you retire may be more than you think. To help make sure you’ll be able to sustain the retirement lifestyle you envision, ask us for a Personal Wealth Audit.
- The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
Gerard E. McConnell is licensed in the following state(s): CT, DE, MD, NC, NJ, NY, PA, RI, 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.
*Includes years at Smith Barney, affiliates 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.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
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