Glen D. Smith

Financial Advisor at Raymond James Financial, Inc. and 1 other company
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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.

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  • Parental loans are great because you dictate the duration of the loan. It’s important to be transparent, so ensure there’s a legal contract, fixed repayment schedule and details reflecting the loan terms.

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