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Glen D. Smith

Glen D. Smith

Profile

Glen D. Smith

CFP®, CRPC ®
Managing Partner, GDSA
Financial Advisor, RJFS

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℠. Glen was interviewed and mentioned in several publications from The Wall Street Journal, Barron’s, Fox Business, and Investor’s Business Daily. Glen has also been named as one of Forbes Best-in-State Wealth Advisors for 2019 and 2020, a prestigious recognition for standout wealth advisors who top the list in each state.

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. Glen is also a member and active volunteer at Rock Point Church in Flower Mound. 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® in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement,and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

 
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