“The most rewarding part of client service is seeing how Lexington’s personal understanding of a client’s specific situation works in tandem with the practice’s access to powerful resources. This helps translate into a better relationship and better results.”
In his role at Lexington Wealth, Glenn puts his 25+ years of experience in investing, planning and investment-related tax strategies to work. In addition to being a resource for his Lexington colleagues, he provides direct senior-level client service, serves on the investment committee and leads educational initiatives for staff and clients.
Glenn was recognized by Worth’s rankings as one of the country’s Top Wealth Advisors in the October/November 2008 issue, as well as in the 1999-2007 issues. Glenn was named “Planner of the Year” by the MA Financial Planning Association for 2019.
Prior to joining Lexington, Glenn served as a senior vice president for Calibre Advisory Services, Inc. (RIA, wholly owned Wachovia subsidiary — a Wells Fargo company). Before his work at Calibre Advisory, Glenn was one of three partners at Tanager Financial Services, where he played an integral role in growing the firm to $2 billion in assets under management.
Additionally, Glenn was the founding director of the Master of Personal Financial Planning program at Bentley University in 1996. He also designed and taught two graduate-level courses within the program — Portfolio Management and Investment Vehicles — until 2015. Glenn is a frequent speaker at seminars for advisors, as well as the general public, on topics that include the tax-side of investing, whether or not to work with an advisor and balancing time, money and happiness. He is a former CPA/PFS, CFP.
Glenn authored “Your Encore” (a retirement planning guide, available on Amazon). He lives with his wife, Kerri, in Bedford, Massachusetts. He and his family — including his three children, Jordan, Jenna and Cameron — are devoted to The World School. Glenn enjoys golf and pickleball.