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Gordon S. McLennan
First Vice President - Wealth Management
Portfolio Manager / Financial Advisor
Resident Manager
104 First Ave East
Suite B
Hendersonville, NC 28792
tel: 828-696-0400
toll free: 888-305-8939
fax: 828-698-5259
Email Me
Welcome Experience Associations Education 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.
Business Experience
  • 1984 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Portfolio Manager / Financial Advisor
    Resident Manager
    Hendersonville, NC
  • 1980 - 1983: Union Oil Company of California
    Tax Analyst
    Chicago, IL
Associations
  • Crown Financial Ministries
    Money Map Coach
  • Hendersonville Chamber of Commerce
    Member
Education and Licensing
  • BS - Business, 1980
    John Brown University
  • Series 3, 7, 9, 10, 63 & 65 Licensed
  • Life, Health & Variable Annuity Insurance Licensed
  • Long Term Care Insurance Licensed
Honors and Recognitions
  • 20 Year Loyal Service Award
    Smith Barney
  • Estate & Trust Services Institute - Advanced Program, 1996
  • Consulting Group University, 1998
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Municipal Bonds
  • Long Term Care Insurance
  • Cash Management
Bulletin Board
  • Please contact me for a Complimentary Portfolio Review.
  • Are you being offered an early retirement package? Visit our Financial Planning link for the IRA Rollover Guide to Lump Sum Distributions.
  • The finest compliment we can receive is a referral from our friends and clients.
Gordon S. McLennan is licensed in the following state(s): AR, AZ, CA, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, MS, NC, ND, NY, OH, PA, SC, TN, TX, VA, VT, WI
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

2009 Year-End Tax Planning Checklist (pdf)

Current Outlook (pdf)

Equity Market Daily (pdf)
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