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William J. Eck, Jr.
William J. Eck, Jr.
Consulting Group
First Vice President - Wealth Management
Financial Advisor
370 17 Street
Suite 2800
Denver, CO 80202
tel: 303-572-4805
toll free: 800-477-3041
fax: 303-825-4407
Email Me
Welcome Education Associations 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.
Education and Licensing
  • MBA, 1966
    University of Colorado - Boulder
    Boulder, CO
  • BS - Geology, 1954
    Kent State University
    Kent, OH
  • Series 1 - General Securities Representative
  • Series 3 - National Commodity Futures
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Variable Annuity Insurance Licensed
  • PC - Put & Call In-House Options
Associations
  • Boulder Evening Optimist Club - President
    Boulder, CO
  • Serra Trust Fund for Vocations
    Chairman
    Northern CO
  • Sacred Heart School Foundation
    Board Member
    Boulder, CO
Services
  • Asset Management
  • Lending Services
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Alternative Investments
  • Corporate 529 Plans
  • Private Banking
  • Wealth Management
  • Corporate Pension Funds
  • Endowments and Foundations
  • Corporations
Honors and Recognitions
  • 35 Years of Dedicated and Loyal Service - Smith Barney
Business Experience
  • 1967 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Financial Advisor
    Denver, CO
William J. Eck, Jr. is licensed in the following state(s): AZ, CA, CO, FL, GA, IL, KS, MA, MD, MT, NC, NE, NV, NY, OH, OK, TX, 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

Current Outlook (pdf)
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