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Gordon M. Budreau
Gordon M. Budreau, CFP®
Senior Vice President - Wealth Management
Financial Advisor
370 17th Street
Suite 2800
Denver, CO 80202
tel: 303-572-4025
toll free: 800-477-3041
fax: 303-825-4407
Email Me
Welcome Education Experience Honors Services
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • B.S. - Business, 1980
    Indiana University
    Bloomington, IN
  • CERTIFIED FINANCIAL PLANNER™ Certification, 1990
    CFP Board
    College for Financial Planning
    Denver, CO
  • Series 3 - National Commodity Futures
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life, Health & Variable Annuity Insurance Licensed
Business Experience
  • 1984 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Financial Advisor
    Denver, CO
  • 1980 - 1983: Honeywell Corporation
    Regional Salesman
    Denver, CO
Honors and Recognitions
  • 25 Year Dedicated and Loyal Service Award
  • President's Council Member
  • Century Council Member
Services
  • 529 Plans
  • Asset Management
  • Estate Planning
  • Financial Planning
  • Lending Services
  • Retirement Planning
  • Wealth Management
Bulletin Board
  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
  • The introductions that we have received from our clients' business and personal contacts are greatly appreciated. If we can be of assistance to your colleagues, family or friends in helping them to achieve their financial goals, have them contact us.
  • You are entitled to a complimentary financial planning analysis. Please complete the Retirement, Asset Allocation and other questionnaires available under Financial Planning.
Gordon M. Budreau is licensed in the following state(s): AR, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OK, OR, SC, TN, TX, UT, VA, 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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Market Review - John Goode (pdf)

A Flock of Black Swans (pdf)

Monday Morning Musings (pdf)
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