Chad Gildig
Office: 720-954-2130
Email: chad@mtnlegacy.com
Chad embarked on his financial services career in the fall of 1994 with Prudential Bache Securities, trading U.S. Treasury Bond Futures on the floor of the Chicago Board of Trade in Chicago, IL. This experience provided invaluable insights into market operations and the significance of timely information.
In 1997, Chad transitioned to Dallas, TX, where he worked directly with high-net-worth clients, focusing on financial planning and long-term wealth management strategies. By July 2000, Fidelity Investments relocated Chad to Denver, CO, to cultivate high-net-worth client relationships and enhance the Fidelity brand in the Denver area. His dedication and expertise propelled him to become one of the top financial consultants in the country for Fidelity Investments.
In the fall of 2002, Chad seized the opportunity to establish his own brokerage office with Wells Fargo Advisors Financial Network, catering to high-net-worth clients and building his business independently. Currently, his primary focus is on developing and executing comprehensive financial plans for his clients while expanding the team with Mountain Legacy Family Wealth Partners.
Chad resides in downtown Denver and actively contributes to the community through his volunteer work with the Feed the Children Organization and the Boys and Girls Club of Denver.