Jeff Nelligan

Jeff Nelligan is Senior Vice President of Wealth Management for Morgan Stanley Smith Barney in Denver. He is a Certified Financial Planner™ and Investment Management Consultant focusing on comprehensive wealth management – financial planning, asset management, retirement planning, education planning, lending, trust services, and estate plan implementation. If you’d like to learn more, please contact Jeff at(303) 572-4034 or toll free: (800) 477-3041 x4034. Email Jeff at jeff.nelligan@mssb.comor visit his website at http://www.fa.smithbarney.com/jeff_nelligan/.

Articles by Jeff Nelligan

Eight great steps for a college savings plan
Start early!

When it’s time to take the money out
Understanding your required minimum distribution

A financial transition checklist
Life events that could alter your investment plan

Coping with wealth
Start those lessons early

Top four tips for tax-savvy investors
These strategies might help you put more in your wallet

Your annual financial review checklist
This should make things easier

Protecting your retirement investments…
...during a career change

Subscriber Reviews

“Clean, short articles—well written.”
“I use (ColoradoBiz) for references as I consult with my small business clients, both in person and in speeches and articles I send out.”
“Good balance of state politics as it affects business.”
“I find it interesting with the variety of stories on Colorado and the informative articles.”
“Enjoyable and informative!”