At Glen D. Smith & Associates our goal is to provide clients with highly personalized and attentive financial advice, coaching, and administrative support. Our experienced team of local financial planners is proud to offer the families and individuals we serve both the credentialed guidance and expertise needed to help you reach your lifelong financial goals.
Helping manage your wealth is highly personal, and we take this task very seriously. As investment advisor representatives, we work alongside you, focusing not only on the management of your finances but also the role these decisions play in the grander scheme of things.
We strategically formulate investing services for high net worth into your plans and goals, taking careful consideration at each step to ensure you’re happy with the plan. At any point along the way, changing or fine-tuning the investment strategy to better accommodate your goals is always your choice.
Glen has worked in the financial services industry since 2004. He has amassed comprehensive knowledge and holds himself to the highest standards of ethics and integrity. He works closely with people to craft individually tailored financial plans, ensuring every portfolio and financial plan reflects the client’s best interests. Before joining Raymond James, Glen was a senior vice president and financial advisor with Merrill Lynch. He earned a bachelor’s degree in management and international business from Sonoma State University. He has attained the prestigious CFP® certification and is a Chartered Retirement Planning Counselor℠ Born in California, Glen grew up in Guayaquil, Ecuador, where his parents are career missionaries. He remains active in the Guayaquil community, supporting an organization that feeds malnourished children. In his spare time, he enjoys playing tennis and spending time with his family. He lives in Flower Mound with his wife, Gisella, and their children, Lucas and Nathalia. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® on the U.S.
Your wealth represents decades of hard work and discipline along with the loved ones and aspirations you care most about. With so much at stake, you deserve a financial advisor you can count on to follow through on every promise — one who puts in the time and care to earn your trust and confidence.
At Glen D. Smith & Associates, we strive to be a partner for our clients in the pursuit of their long-term financial success. Our team devotes the time and attention to gain an in-depth understanding of your situation and financial goals so we can strategically address, and even anticipate, your needs. Our relationship with you and the service we provide is ongoing. We will work tirelessly to help you achieve the future you’ve long envisioned, serving as your trusted advocate as your life evolves.
We partner with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, superior client service, and the financial planning and investment resources of a premier financial services company.
We’re honored to partner with a firm whose founding principles of client-first, conservatism, independence, and integrity remain refreshingly at the forefront, and especially appreciate the priority placed on supporting our relationships with our clients. Those values helped Raymond James become one of the largest independent financial services firms in our industry, with a long-term track record of stability and growth.
While Raymond James has the resources to match even the largest firms’ capabilities, our focus is on building close-knit individual relationships based on trust and integrity. The firm’s culture of independence allows us to work closely with you to create custom solutions to your short- and long-term financial challenges.
When selecting a financial planner, you should feel confident that the person you choose to help you plan for your future is competent and ethical. Most people think that all financial planners are “certified”, but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification marks.
Individuals certified by the CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certiﬁcation process that includes demanding education, examination, experience, and ethical requirements. These standards are called “the four E’s,” and are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.
Take the first step to securing your financial future.