Bio Glenn

Vice President of Strategic Planning & Analysis
Investment advisor representative
Associations & RECOGNITION
Named Philadelphia Five Star Wealth Manager for the past 7 years and New Jersey Five Star Wealth Manager for the past 5 years
Named in Lexington’s Who’s Who Registry of Executives and Financial Professionals
Active member of the National Association of Insurance and Financial Advisors, Society of Financial Services Professionals and the Estate and Financial Planning Counsel of Southern New Jersey
The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. 199-20160929-320976



