• Home
  • Our Clients
    • Our Clients
    • Corporate Executives
    • Families & Individuals
    • Retirees
    • Sudden Wealth
  • Services
    • Services
    • Our Approach
    • Services
      • Services
      • Financial Planning
      • Investment Solutions
      • Longevity Planning
      • Portfolio Management
      • Retirement Planning
      • Risk Management
  • About Us
    • About Us
    • Genesis Gordon
    • What Makes Us Different
    • About Raymond James
  • Resources
    • Resources
    • WorthWhile
    • A Closer Look
    • Meeting Documents
    • Calculators
    • Commentary and Insights
    • Client Access Videos
  • Contact
  • Client Access
    • Forgot your password?
      Enroll Need Help? Contact Us / FAQ Privacy / Security Client Resources

  • 1609 E Harmony Rd Fort Collins, CO 80525-3238
  • T 970.267.3647 F 970.206.1156
  • Map and Directions Map and Directions
Bank of Colorado Investment Services Logo Bank of Colorado Investment Services Logo

Meeting Documents



  • Client Profile Fillable Form
  • Client Investment Policy Questionnaire
  • Data Gathering Form
  • Detailed Budget Form

Connect With Us

  • Genesis Gordon:
  • 1609 E Harmony Rd // Fort Collins, CO 80525-3238
  • T 970.267.3647
  • F 970.206.1156
  • Maps and Directions Maps and Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Bank of Colorado and the investment center are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use