Our Team

Our Team

Dennis L. Morin, MBA, CFP®

Education:

  • University of Connecticut – 1968 – Bachelor of Science, Mechanical Engineering
  • University of Connecticut – 1977 – Master of Business Administration, Finance
  • CERTIFIED FINANCIAL PLANNERpractitioner – 2002

Experience:

  • 1968 to 1987 – United Technologies Corporation, Customer Financing
  • 1987 to 1995 – White Enterprises – Commercial Real Estate Development
  • 1995 to 2005 – American Express Financial Advisors – Financial Advisor
  • 2005 to 2006 – Ameriprise Financial – Financial Advisor
  • July 2006 – Commonwealth Financial Network® – Investment Adviser Representative

    Registrations/Licenses:
  • FINRA Series 7 – Securities, stocks, bonds
  • FINRA Series 65 – Uniform Registered Investment Advisor
  • FINRA Series 63 – Uniform Securities Agent of Connecticut
  • Life insurance: variable life, accident/health, variable annuities

Personal:

Dennis has been married to Joyce for 38 years. They have two children, Matt (27) and Kathy (25). Matt has a son, Tony (6). Kathy is married to Josh Corneliuson, and they live in Vernon, Connecticut, with their one-year-old son, Tobyn. Dennis has an older son, Jeff (43), from a previous marriage. Jeff and his wife, Cathy, have two lovely children, Troy (14) and Megan (19), and live in South Windsor, Connecticut.
 
Dennis has lived in Manchester, Connecticut, since 1953. His hobbies include boating/water skiing, gardening, photography, and writing.

Jeffrey C. Morin

Financial Advisor

Education:

College of The Holy Cross - 1994 - Bachelor of Arts, Economics
Salisbury School - 1990 - Distinction in Spanish

Experience:

June 2007 - Commonwealth Financial Network - Financial Advisor
2005 to current - President, Wilson Oil Company, Inc.
1997 to current - President, Mobile Mix Concrete, LLC
1995 - 2005 - Vice President, Wilson Oil Company, Inc.

Licenses and Registrations:

Series 7 - Securities, Stocks, Bonds (held through Commonwealth Financial Network)
Series 66 - Uniform Combined State Law (held through Commonwealth Financial Network)
Life Insurance, Variable Life, Accident/Health, Variable Annuities

Personal:

Jeffrey has been married to Cathy for 15 years.  They have two children, Megan (20) , Troy (14) and two dogs Nikki and Reggie.

Jeff and his family have lived in South Windsor for 15 years.  His hobbies include competing in triathlons, refereeing high school basketball, and coaching youth hockey.