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Gaetan J. Gagne
First Vice President - Wealth Management
595 South Federal Highway
4th Floor
Boca Raton, FL 33432
tel: 561-393-2090
toll free: 800-327-0144
fax: 561-394-0108
Email Me
Welcome Education Experience Services
Welcome

Our approach to investing is based on our time-tested way of doing business. We offer our clients sound investment counsel based on our research, intellect and hard work. Whether you are beginning a relationship with our firm or broadening an existing one, we think you'll see that we offer unique advantages to you as an investor.
Education and Licensing
  • Earned Degree through St. Clair College
    Windsor, Ontario
  • Fluent in English and French
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Series 3 - National Commodity Futures
  • Insurance Licensed
  • Life, Accident, Health, Variable Annuity & Long Term Care Insurance Licensed
Business Experience
  • Morgan Stanley Smith Barney*
    First Vice President - Wealth Management
    Boca Raton, FL
  • Licensed in the Financial Services Industry since 1988
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Alternative Investments
  • Financial Planning
  • Fixed Income
  • Futures
  • Lending Services
  • Philanthropic Services
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Business Succession Planning
Bulletin Board
  • For an Investment Plan as unique as your needs, click on Request an Appointment or call me.
  • I have a variety of educational and reference items under brochures. These items should keep you informed and help save you time. Please contact me if you have questions.
  • The highest compliment I 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.
Gaetan J. Gagne is licensed in the following state(s): AZ, CA, CT, FL, GA, IL, LA, MA, MD, ME, MI, NC, NJ, NM, NY, OH, PA, TX, VA, WA, WI
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.
FEATURED REPORTS

On the Markets (pdf)
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Morgan Stanley Smith Barney
New Relationship & Revised Terms of Use

Welcome to the web site for Smith Barney online clients and guests of Morgan Stanley Smith Barney LLC ("MSSB"), a joint venture formed by the combination of the Global Wealth Management Group of Morgan Stanley & Co. Incorporated and the Smith Barney division of Citigroup Global Markets Inc. You have reached this site because you are a client or a guest web site user of smithbarney.com.

Throughout the site, any references to Smith Barney, the Smith Barney division of Citigroup Global Markets Inc. or terms such as "the firm," "we," "us," "our" or similar terms should be read on this site as the Smith Barney channel of Morgan Stanley Smith Barney LLC. The Terms of Use and other provisions and disclosures such as the site's online privacy statement that govern your use of this site and any of its services have been revised so that such terms, provisions and disclosures are now between you and the new firm, MSSB. Your continued use of the site indicates your agreement with its revised terms of use as amended.

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