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Mark Dennis
Mark Dennis
Financial Advisor
Financial Planning Associate
111 S. Pfingsten Road
Suite 200
Deerfield, IL 60015
tel: 847-504-2931
toll free: 800-543-3623
fax: 847-498-1546
Email Me
Welcome Education Experience Services
Welcome

When the markets turn as volatile and confusing as they have recently, even the most patient investors may come to question the wisdom of their investment plan.

We have seen a lot of difficult markets come and go.  We certainly empathize with people who find this environment disturbing.  We would like to help you.

Here is our offer…A cup of coffee and a second opinion. 

We can talk about your current financial situation, your goals and your plan to reach your goals.  If your investments remain well suited for your long-term goals, despite the market turmoil, we will gladly review them as needed.  On the other hand, if your plan lacks prudence, transparency, logic or objectivity, we’ll take the time to explain why, in easy to understand language.  If you are open to a thought provoking conversation, we’ll suggest alternatives for you to consider.

Click on the “E-mail Me” button to the left to set up a time for a cup coffee.

Change presents opportunity - let’s find yours.
Education and Licensing
  • Master's Business Administration, 1993
    Florida International University
    Miami, FL
  • B.S. - Financial Markets, 1987
    University of Illinois
    Champaign, IL
  • Financial Planning Associate Designation
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life, Health & Variable Annuity Insurance Licensed
Business Experience
  • 2007 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Deerfield, IL
  • 2001 - 2007: Porchlight Inc.
    President / Owner
    Lincolnshire, IL
  • 1997, 1999 - 2001 Comdisco
    Director Business Development
    Rosemont, IL
  • 1987 - 1996: National Football League
    Offensive Line
    Miami Dolphins '87-'93, Cincinnati Bengals '94, Carolina Panthers '95-'96
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Alternative Investments
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Cash Management
  • Women and Company®
Bulletin Board
  • We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
Mark Dennis is licensed in the following state(s): CO, FL, IA, IL, IN, MN, MO, NC, OH, TN, WI
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.
FEATURED REPORTS

Built to Last? Retirement Cash Flow and the New Longevity (pdf)

Rollovers: Stashing Your Retirement Nest Egg (pdf)

Equity Market Daily (pdf)
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