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Loretta Chiofolo
Consulting Group
Vice President - Wealth Management
Financial Advisor
370 17 Street
Suite 2800
Denver, CO 80202
tel: 303-572-4856
toll free: 800-477-3041
fax: 303-825-4407
Email Me
Welcome Associations Education Experience Services
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Associations
Education and Licensing
  • BA - Economics, 1982
    University of Colorado
    Boulder, CO
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life Insurance and Annuities
  • Long Term Care Insurance
Business Experience
  • 1994 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Denver, CO; Garden City and New York, NY
  • 1982 - 1994: Kidder Peabody
    Vice President
    New York, NY and Denver, CO
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Alternative Investments
  • Private Banking
  • Wealth Management
Loretta Chiofolo is licensed in the following state(s): AZ, CA, CO, CT, DE, FL, GA, IN, MA, MN, NC, NH, NJ, NY, OK, OR, PA, VT, WA, WY
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

On the Markets (pdf)

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

Personal Wealth Questionnaire (pdf)
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