Glen D. Smith & Associates joins Raymond James

Post Ad – Top
Glen D. Smith

Glen D. Smith, CFP, CRPC, a well-known financial advisor in Flower Mound, has transitioned to Raymond James and is a Managing Partner of Glen D. Smith & Associates (GDS) in Flower Mound. Glen is a Certified Financial Planner practitioner and Chartered Retirement Planning Counselor.

Before joining Raymond James, Glen was a Senior Vice President and Financial Advisor with Merrill Lynch. Also transitioning with Glen is Robert L. Casey, AAMS, Senior Vice President, GDS, and Financial Advisor, RJFS; and Erica L. Doré, Client Associate, GDS, and Registered Principal, RJFS.

“I have decided to affiliate with Raymond James because I believe their combination of award-winning research, advanced technological tools and comprehensive range of investment alternatives will permit me to address more of my clients’ investment needs and enhance the level of service I provide,” said Glen.

Raymond James is one of the largest independent financial services firms in America. Its unique culture of independence gives each advisor complete freedom to offer objective, unbiased advice so they can tailor a long-term plan based solely on the financial well-being of each client and their goals.

Today, of course, the company has branched out from financial planning to provide comprehensive wealth management, a full spectrum of financial services that includes wealth solutions for high-net-worth individuals, alternative investments, trust and estate planning and several money market alternatives.

Raymond James has a reputation of corporate strength and stability through any kind of market environment. The firm has experienced 119 consecutive quarters of profitability (as of 9/30/17) and is one of the only major investment firms that did not take TARP money during the 2008 financial crisis.

Ever since Glen began working in the financial services industry in 2004, he has worked closely with families and individuals to craft financial plans tailored to their individual objectives, risk tolerance and time horizon. He has consistently provided sound guidance and comprehensive financial planning to help clients strategically pursue their goals.

Glen holds himself to the highest standards of ethics and integrity when working with clients, ensuring their portfolio and financial plan always reflect their best interests. He has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.

As a Chartered Retirement Planning CounselorSM, Glen also has in-depth knowledge of the needs individuals face both before and after retirement, as well as a variety of retirement planning strategies.

Born in California, Glen grew up in Guayaquil, Ecuador, where his parents are career missionaries. He remains active in the Guayaquil community as well, 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.

Glen invites you to have a conversation about the goals in your life. You can contact him at 469.212.8072 or [email protected].

Meet Robert L. Casey

Robert L. Casey

With a decade of experience in the financial services industry, Robert is knowledgeable in comprehensive financial planning and develops custom wealth management strategies for the families and individuals we serve. Robert holds a bachelor’s degree in business and is an Accredited Asset Management SpecialistSM.

As the son of a Southern Baptist pastor, Robert’s love of helping others was instilled in him at a young age and has carried over to his career as he seeks to help our clients achieve financial confidence and make the investment decisions that align with their long-term goals and risk tolerance.

Robert is an active member and volunteer with the Village Church, and enjoys spending time with his family and exercising in his spare time. Originally from Shreveport, Louisiana, he lives in Flower Mound with his wife, Lauren, and their children, Grayson and Beckham.

Glen D. Smith & Associates, Raymond James is located at 1029 Long Prairie Road, Suite C, Flower Mound, TX 75022. Call 469.212.8072 or email [email protected]

About The Author

Related posts