Bennett Gordon
Financial Advisor at
Wells Fargo Advisors Financial Network, LLC
Years of Experience
28 years
Number of Clients
137
Average Client Size
$1,500,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
MGR Wealth Management- We are your family lifestyle concierge.
Clientele
Services Provided
Investment Management
Retirement Planning
Estate Planning Strategies
Insurance
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
Click to learn more
Chartered Financial Analyst®
Click to learn more
Certified Exit Planning Advisor®
Click to learn more
Pricing Models
Education
College for Financial Planning
Masters of Science- Personal Financial Planning
Obtained in 2016
Columbia University
Bachelor of Arts-English
Obtained in 1986
Previous Work Experience
MGR Wealth Management, LLC.
Registered Principal
2024 - Present
Wells Fargo Advisors
First Vice President-Investments
2011 - 2024
Oppenheimer & Co. Inc.
Director Investments
2006 - 2011
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.
AdvisorFinder Disclosure
AdvisorFinder ("AF") receives cash compensation from financial advisors in exchange for contact inquiries. AF is not an advisory client of any of the advisors it refers you to. AF has a conflict of interest because it has a financial incentive to refer you first to its paying customers (please click here for details). AF search results are conferred based on standardized and automated factors.
Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested