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Victor DiLeo
Victor DiLeo
Consulting Group
Vice President - Wealth Management
Financial Advisor
370 17 Street
Suite 2800
Denver, CO 80202
tel: 303-572-4875
toll free: 800-477-3041
fax: 303-825-4407
Email Me
Welcome Associations Education Services Honors Experience
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
  • Tennyson Center of Colorado Christian Home
    President, Board of Directors
    Denver, CO
  • Denver Active 20/30 Club
    Denver, CO
    Life Member
  • Human Services, Inc.
    Former Board Member
    Denver, CO
  • Kids in Need of Dentistry (KIND)
    Former Board Member
    Denver, CO
  • Denver Kids Inc.
    Former Board Member
    Denver, CO
  • American Red Cross- Mile High Chapter
    Board Member
    Denver, CO
Education and Licensing
  • Guided Portfolio Management Program, 1996
    Smith Barney
  • Bachelor of Science - Business Administration
    University of Denver
    Denver, CO
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Life & Variable Annuity Insurance Licensed
Services
  • Wealth Management
  • Professional Portfolio Management
  • Endowments and Foundations
  • Family Consulting
  • Estate Planning
  • Lending Services
  • Philanthropic Services
  • Trust Services and Accounting
  • Alternative Investments
  • Corporate 529 Plans
  • Private Banking
  • Corporate Pension Funds
  • Corporations
Honors and Recognitions
  • Denver Active 20/30 Club - Member of the Year
Business Experience
  • 1989 - Present: Morgan Stanley Smith Barney*
    Vice President - Wealth Management
    Denver, CO
  • 1986 - 1989: Drexel, Burnham, Lambert
    Second Vice President - Wealth Management
  • 1983 - 1986: Dean Witter Reynolds
    Account Executive - Investments
    Denver, CO
  • 1979 - 1983: Great West Life Insurance Co.
    Corporate Pension Consultant
Bulletin Board
  • For updated market commentary, please click on the Special Reports link on the left and choose the Equity Markets Daily.
  • You can access your investment accounts by clicking on Your Portfolio on the right-hand side of this page.
Victor DiLeo is licensed in the following state(s): AK, AZ, CA, CO, FL, IA, ID, IL, KS, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, TN, TX, UT, VA, VT, WA, WI, 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

Global Investment Committee: Capital Markets Overview; 3rd Quarter 2009 (pdf)

On the Markets (pdf)
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