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
