Wealth & Asset Management
Greater Denver Area
- Current
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- Wealth Management at Morgan Stanley Smith Barney
- Guided Portfolio Manager- Corporate Client Group at )
- Past
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- Financial Advisor at Waddell and Reed
- Vice President/Sales at Commerce Planet
- Sales Operations Manager at Bargain Network
- Corporal at US Marines
- Education
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- Colorado State University
- Regis University
- College for Financial Planning
- Recommended
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4 people have recommended Anthony - Connections
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148
connections
- Industry
- Financial Services
- Websites
Anthony Favela’s Summary
Wealth Management
Series 7- General Securities
Series 66 - Investment Advisor
Series 31 - Managed Futures
Life, Health, Disability, Variable Insurance licensed
Licensed in all 50 States
Studying for Series 3
CFP in Progress
Corporate Services Stock Option Administrator (Rule 144, Insider, ESOP & ESPP)
Corporate Serivices Re-Invesment Team
Guided Portfolio Manager
Financial Planning Specialist
Seperately Managed Accounts
Anthony Favela’s Specialties:
Discretionary and non- discretionary: Asset growth, preservation of wealth, asset management, retirement planning, business planning and services (Corporate Services, Retirement Plans, business loans, security back loans, succession planning, M&A), lending, and insurance.
Anthony Favela’s Experience
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Wealth Management
Morgan Stanley Smith Barney
(Public Company; C; Financial Services industry)
2006 — Present (3 years)
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Guided Portfolio Manager- Corporate Client Group
)
(Financial Services industry)
June 2006 — Present (3 years 2 months)
Global Wealth Management, Business Strategies, Investments, Planning and Risk Management
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Financial Advisor
Waddell and Reed
(Financial Services industry)
2006 — 2007 (1 year)
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Vice President/Sales
Commerce Planet
(Public Company; 51-200 employees; cpne; Internet industry)
June 2005 — June 2006 (1 year 1 month)
Web hosting, Marketing, Product, Business strategies, Web Site Design
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Sales Operations Manager
Bargain Network
(Public Company; 501-1000 employees; vtru; Information Services industry)
June 2002 — June 2005 (3 years 1 month)
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Corporal
US Marines
(Government Agency; Military industry)
July 1995 — July 1999 (4 years 1 month)
National Defense Medal, Armed Forces Expiditionary Medal, Good Conduct Medal, Overseas Deployment Medal- 2 awards, Joint Merritorious Unit Citation, Navy Achievement Medal, Rifle Expert 3rd award. Served in the Persian Gulf, Africa, and Asia.
Anthony Favela’s Education
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Colorado State University
MBA in progress 2011 (expected)
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Regis University
Bachelors- Undergraduate , Business & Finance
3.5 GPA
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College for Financial Planning
Chartered Retirement Planning Specialist
CRPS Designation in Progress
Additional Information
Anthony Favela’s Websites:
Anthony Favela’s Interests:
Investing, management training, education, start ups, new technology
Anthony Favela’s Groups:
Denver Chamber of Commerce
Denver Chamber 100
Denver Health Committee
Stapleton Business Association
Stapleton Rotary
Denver Health Committee (Chamber of Commerce), Marine Linked In Group
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Link to Wall Street™ -
Regis University Alumni Association -
Citi Network -
US Military Veterans Network -
Morgan Stanley Active & Alumni -
Retail Banking Network -
Linked To Denver -
Citi Smith Barney -
5280 Linked -
Stapleton Denver Networking Group
Anthony Favela’s Honors:
Military Medals and Awards: National Defense Medal, Good Conduct Medal, Armed Forces Expidtionary Medal, Meritorious Unit Citation, Overseas Ribbon 2 awards. Honorable Dishcharge
Anthony Favela’s Contact Settings
Interested In:
- consulting offers
- new ventures
- expertise requests
- business deals
- reference requests
- getting back in touch
