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Anthony Favela
Anthony Favela
Financial Advisor
Financial Planning Associate
Guided Portfolio Manager
370 17 Street
Suite 2800
Denver, CO 80202
tel: 303-572-4038
toll free: 800-477-3041
fax: 303-825-4407
Email Me
Welcome Education Honors Services Experience
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Education and Licensing
  • Regis University -Business with emphasis in Finance
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Series 31- Managed Futures
  • Life & Health Insurance Licensed
  • Long Term Care Licensed
  • Financial Planning Specialist Designation
  • Guided Portfolio Manager
Honors and Recognitions
  • Honorable Discharge- United States Marine Corps.
Services
  • 529 Plans
  • Asset Management
  • Business Planning
  • Cash Management
  • Estate Planning
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • Wealth Management
  • Alternative Investments
  • Socially Responsible Investing
  • Business Succession Planning
  • Professional Portfolio Management
  • Education Planning
  • Exchange Traded Funds
  • 401k Rollovers
  • Insurance Services
Business Experience
  • Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Associate
    Guided Portfolio Manager
    Denver, CO
  • Waddell and Reed*
    Financial Advisor
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  • The highest compliment we can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
  • Reevaluate your investment strategy. For a free consultation, click on Request Appointment or call me.
  • View your Forms 1099, access tax calculators and software, and get other important tax information in the Tax Center. To visit the Tax Center see Key Links.
Anthony Favela is licensed in the following state(s): AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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