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Glen D. Smith & Associates
Glen Smith 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 adviser with Merrill Lynch. He earned a bachelor's degree in management and international business from Sonoma State University. He has attained the prestigious CFPÂ® certification and is a Chartered Retirement Planning Counselorâ„ .
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. He lives in Flower Mound, Texas, with his wife, Gisella, and their children, Lucas and Nathalia.
Four easy ways to check the pedigree of a financial professional with whom you are considering entrusting your retirement.
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