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Bill Hamel
Bill Hamel
Consulting Group
Vice President - Wealth Management
Financial Advisor
370 17th Street
Suite 2800
Denver, CO 80202
tel: 303-572-4089
toll free: 800-477-3041
fax: 303-825-4407
Email Me
Welcome Services Education Associations 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.
Services
  • Asset Management
  • Philanthropic Services
  • Trust Services and Accounting
  • Estate Planning
  • Family Consulting
  • Corporate 529 Plans
  • Private Banking
  • Wealth Management
  • Endowments and Foundations
  • Corporations
Education and Licensing
  • Retirement Plan Consultant, 2000
    Smith Barney
  • BS - Finance, 1985
    University of Wyoming
    Laramie, WY
  • Series 7 - General Securities Representative, 2/21/87
  • Series 31 - Managed Futures & Commodities, 6/26/95
  • Series 63 - Uniform State Exam, 3/12/87
  • Series 65 - Investment Advisory Agent, 4/25/97
  • Life, Health & Variable Annuity Insurance Licensed
Associations
  • 401(k) Advisory Group
    New York, NY
  • Eagle Scout Association
  • Boy Scouts of America
Business Experience
  • 1986 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Retirement Plan Consultant
    401(k) Advisory Group Member
    Financial Advisor
    Denver, CO
Bulletin Board
  • Estate Planning is essential in seeing that your assets pass according to your wishes. Speak with us to learn more.
  • Risk management strategies for individuals, couples and domestic partners...time for a review.
  • Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
Bill Hamel is licensed in the following state(s): CA, CO, MT, NM, OH, OK, TX, 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

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