Bennett Gordon

Bennett Gordon Email and Phone Number

Registered Principal-MGR Wealth Management, LLC. @
Bennett Gordon's Location
Boca Raton, Florida, United States, United States
Bennett Gordon's Contact Details

Bennett Gordon work email

Bennett Gordon personal email

n/a
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.

Bennett Gordon's Current Company Details
MGR Wealth Management, LLC

Mgr Wealth Management, Llc

Registered Principal-MGR Wealth Management, LLC.
Bennett Gordon Work Experience Details
  • Mgr Wealth Management, Llc
    Registered Principal
    Mgr Wealth Management, Llc Apr 2024 - Present
    Boca Raton, Florida, United States
    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
  • Wells Fargo Advisors
    First Vice President - Investments
    Wells Fargo Advisors Nov 2011 - Apr 2024
    Boca Raton, Florida
    I helped clients build, manage, preserve and transition their wealth.
  • Oppenheimer & Co.
    Director-Investments
    Oppenheimer & Co. May 2006 - Nov 2011
    Boca Raton, Fl
    Management of an investment and financial planning practice.
  • Charles Schwab
    Private Client Consultant
    Charles Schwab Sep 1999 - Apr 2006
    Plantation, Fl
    Local team leader and relationship manager for the firm's fee based Schwab Private Client advisory offering

Bennett Gordon Skills

Taxefficient Strategies Risk Management Wealth Preservation Planning Estate Investment Planning Strategic Planning Retirement Planning 529 Plans Multigenerational Wealth Planning

Bennett Gordon Education Details

  • College For Financial Planning
    College For Financial Planning
    Personal Financial Planning
  • Columbia College (Ny)
    Columbia College (Ny)
    English

Frequently Asked Questions about Bennett Gordon

What company does Bennett Gordon work for?

Bennett Gordon works for Mgr Wealth Management, Llc

What is Bennett Gordon's role at the current company?

Bennett Gordon's current role is Registered Principal-MGR Wealth Management, LLC..

What is Bennett Gordon's email address?

Bennett Gordon's email address is ad****@****ors.com

What schools did Bennett Gordon attend?

Bennett Gordon attended College For Financial Planning, Columbia College (Ny).

What skills is Bennett Gordon known for?

Bennett Gordon has skills like Taxefficient Strategies, Risk Management, Wealth Preservation Planning, Estate Investment Planning, Strategic Planning, Retirement Planning, 529 Plans, Multigenerational Wealth Planning.

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