Bruce G Ledoux - Morgan Stanley Smith Barney Financial Advisor - WELLESLEY, MA
Morgan Stanley Smith Barney
Bruce G Ledoux, CRPC
Senior Vice President
Wealth Advisor
45 WILLIAM STREET SUITE 130
WELLESLEY, MA 02481
tel: (781) 431-6700
toll-free: (866) 752-4220 
fax: (781) 416-2481
Email Me

As your financial advisor, my role is to help you make intelligent decisions with your money.  Through the use of a wealth management approach, we consider your assets as they would relate to your specific goals. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.

Associations
  • Cub Scouts of America
  • Grand-Am Road Racing
  • SCCA
  • Ferrari Club of America
  • Porsche Club of America
  • Guardian Angel Motorsports.com
  • AccessSport America
  • Love146.org
  • Mass Downs Syndrome Congress
  • Monticello Motor Club Member
Services
  • Art Advisory
  • Corporate Cash Management
  • Estate Planning
  • Executive Benefit Services
  • Executive Financial Services
  • Financial Planning
  • Lending Services
  • Municipal Bonds
  • Planning for Special Needs Individuals
  • Precious Metals
  • Professional Portfolio Management
  • Stock Option Plans
  • Stock Purchase Plans
  • Wealth Management
Education and Licensing
  • Umass: Amherst - Bachelor's Degree Individual Concentration: International Marketing & Japanese Language
  • Wealth Advisor Program: Morgan Stanley
  • CEGWorldwide.com Round Table Member
  • Licensing: Series, 7, 65, 66, Life & Health Insurance
Honors and Recognition
  • Member of President's Council
Business Experience
  • 1993 - 1996: Prudential Securities, Inc
  • 1996 - 2006: Merrill Lynch, Inc.
  • 2006 - Present: MorganStanley SmithBarney

Bulletin Board

  • Whenever the market is up or down 150 points, the 150 Point Letter posted in Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.

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Bruce G Ledoux is licensed in the following state(s): CA, CT, DC, FL, ID, LA, MA, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC
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.
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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.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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FEATURED REPORTS

150 Point Letter

Understanding Your Account Statement

Gifts for Good: 2011/2012 Perspectives in Philanthropy Catalog - Flipbook

Reserved
Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
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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