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Bennett Gordon Email & Phone Number
Registered Principal
at
MGR Wealth Management
1 work email found
@wellsfargoadvisors.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Principal
Location
Boca Raton, Florida, United States
Company size
Who is Bennett Gordon? Overview
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Quick answer
Bennett Gordon is listed as Registered Principal at MGR Wealth Management, a with 4 employees, based in Boca Raton, Florida, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Bennett Gordon.
Bennett Gordon previously worked as Registered Principal at Mgr Wealth Management, Llc and First Vice President - Investments at Wells Fargo Advisors. Bennett Gordon holds Master'S Degree, Personal Financial Planning from College For Financial Planning.
Company email context
Email format at MGR Wealth Management
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*@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Bennett Gordon. Compare company email patterns before reaching out.
Profile bio
About Bennett Gordon
I have spent over 25 years in the financial industry in New York City and South Florida. My goal is to help those clients who entrust me with their financial well-being and answer the two fundamental questions of their financial lives: 1) "Are we going to make it?", and 2) "What could blindside us from making it?".This information is intended for use by residents of AL, CA, CO, CT, DC, DE, FL, IL, MA, MD, MN, MO, NC, NJ, NY, PA, SC, TN, TX, and WI only.CA Insurance Producer License # 0I49960. Resident State: FL/*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.
Listed skills include Taxefficient Strategies, Risk Management, Wealth Preservation Planning, Estate Investment Planning, and 4 others.
Current workplace
Bennett Gordon's current company
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Mgr Wealth Management
5 roles
Bennett Gordon work experience
A career timeline built from the work history available for this profile.
Registered Principal
Mgr Wealth Management, Llc
Part of a dynamic wealth management team focusing on investment efficiency, tax minimization strategies, family wealth transitions, wealth protection and helping our clients leave meaningful legacies
First Vice President - Investments
I helped clients build, manage, preserve and transition their wealth.
Nov 2011 - Apr 2024
Director-Investments
Oppenheimer & Co.
Management of an investment and financial planning practice.
May 2006 - Nov 2011
Private Client Consultant
Local team leader and relationship manager for the firm's fee based Schwab Private Client advisory offering
Sep 1999 - Apr 2006
2 education records
Bennett Gordon education
Master'S Degree, Personal Financial Planning
College For Financial Planning
Ab, English
Columbia College (Ny)
FAQ
Frequently asked questions about Bennett Gordon
Quick answers generated from the profile data available on this page.
What company does Bennett Gordon work for?
Bennett Gordon works for MGR Wealth Management.
What is Bennett Gordon's role at MGR Wealth Management?
Bennett Gordon is listed as Registered Principal at MGR Wealth Management.
What is Bennett Gordon's email address?
AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Bennett Gordon at MGR Wealth Management.
Where is Bennett Gordon based?
Bennett Gordon is based in Boca Raton, Florida, United States while working with MGR Wealth Management.
What companies has Bennett Gordon worked for?
Bennett Gordon has worked for Mgr Wealth Management, Mgr Wealth Management, Llc, Wells Fargo Advisors, Oppenheimer & Co., and Charles Schwab.
How can I contact Bennett Gordon?
You can use AeroLeads to view verified contact signals for Bennett Gordon at MGR Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Bennett Gordon attend?
Bennett Gordon holds Master'S Degree, Personal Financial Planning from College For Financial Planning.
What skills is Bennett Gordon known for?
Bennett Gordon is listed with skills including Taxefficient Strategies, Risk Management, Wealth Preservation Planning, Estate Investment Planning, Strategic Planning, Retirement Planning, 529 Plans, and Multigenerational Wealth Planning.
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