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Craig G. Zeller
Consulting Group
First Vice President - Wealth Management
Financial Advisor
370 17th Street
Suite 2800
Denver, CO 80202
tel: 303-572-4048
toll free: 800-477-3041
fax: 303-825-4407
Email Me
Welcome Associations Education Services 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
  • Junior Achievement - Former Board Member
    Denver, CO
  • Denver Center for Performing Arts - Supporter
    Denver, CO
  • Children's Hospital of Denver -Supporter
    Denver, CO
  • Nature Conservancy - Supporter
  • Boy Scouts of America - Outdoor Coordinator Troop 140
Education and Licensing
  • MA - Geology, 1981
    University of Missouri
    Columbia, MO
  • BS - Geology, 1978
    Southern Illinois University
    Carbondale, IL
  • 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
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
Business Experience
  • 1985 - Present: Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Denver, CO
  • 1981 - 1985: Chevron
    Exploration Geologist
    Denver, CO & Midland, TX
Bulletin Board
  • May the Joy and Wonder of this holiday season bring you peace, health and happiness throughout the coming year.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
  • For planning strategies to discuss with your Financial Advisor and tax professional before year-end, see the 2009 Year-End Tax Planning Checklist under the Financial Planning link.
Craig G. Zeller is licensed in the following state(s): AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, TX, UT, VA, 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

Global Investment Committee: Asset Allocation and Strategy Weekly (pdf)

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)

Insights: Geopolitical Monthly (pdf)
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