Mark W. McConnell, III

Vice President

Mark McConnell is a Vice President and Financial Advisor in Dallas, Texas. Mark began his professional career in 1992 with Bear, Stearns & Co. Inc. During his tenure there, Mark focused on investment strategy and execution for institutional clients. In 1995, Mark joined the Global Wealth Management division of Merrill Lynch. Drawing on his institutional experience, he built a successful business serving professional investors, high-net-worth families, business owners and institutions. Mark ‘s tenure at Merrill Lynch included managing the firm’s regional syndicate business and training veteran financial advisors on the use of individual securities and initial and secondary public offerings. Along with the other members of the MTN Group, Mark joined the firm in 2009. Mark is also a Portfolio Manager in the J.P. Morgan Securities Portfolio Manager Program and his responsibilities include co-managing MTN Group portfolio management strategies, due diligence, monitoring, and trade execution.

A New Jersey native, Mark earned a B.B.A. from the School of Management and Business at St. Edwards University. Mark and his family live in Dallas.

Tel:           (214) 979-7801
NMLS ID: 530227
Registered States: CA, CO, FL, GA, IL, LA, MA, MO, NV, NH, NJ, NM, NY, NC, OK, OR, SC, TN, TX, VT, WA


Investment products: Not FDIC insured · No bank guarantee · May lose value

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