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Tel: 215-579-5601
Glenn mellin, ChFC®,CFS®
Vice President of Strategic Planning & Analysis
Investment advisor representative
Glenn has more than 30 years of experience working with families, corporate executives and business owners, building and protecting their wealth management strategies. His approach is to listen first in order to understand what is unique about each client’s story. Glenn then analyzes this information and uses his expertise to help clients accumulate, protect and transfer their wealth, consistent with their values and goals. This process helps his clients to build a strong financial foundation and incorporates an integrated risk management strategy.

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