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Cfp Bob Glass

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Cfp Bob Glass

Managing Director | Mariner

Vienna, Virginia, United States

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Cfp Bob Glass

Summary

Bob Glass is a seasoned financial professional with extensive experience in wealth management and advisory roles. Currently serving as the Managing Director at Mariner Wealth Advisors, he focuses on creating comprehensive wealth plans tailored to individual client needs. His career spans multiple leadership positions in the financial services sector, showcasing a strong commitment to client-first strategies. With a Master's degree in Psychology from Harvard University, Bob integrates behavioral insights into financial planning, enhancing his effectiveness as a leader. He has a proven track record of success, evidenced by accolades such as the Gold Leaf Award. Bob's diverse background includes significant roles in both corporate and advisory settings, providing him with a unique perspective on the financial landscape. Passionate about continuous learning, he is always on the lookout for innovative approaches to wealth management. His ability to adapt in a rapidly changing industry has made him a respected figure among peers and clients alike.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Consulting Experience

Cfp Bob Glass

Work Experience

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Managing Director at

Mariner

May 2022 - Present

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Director, Washington D.C. Complex at

The Mather Group, LLC

September 2020 - May 2022

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Director, Financial Planner at

Edelman Financial Engines

September 2014 - September 2020

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Investor Service Specialist at

ICMA-RC

January 2013 - September 2014

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Financial Services Professional at

Wells Fargo & Company

April 2009 - April 2011

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Financial Services Professional at

New York Life Insurance Company

December 2007 - March 2009

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Advisor at

E*TRADE from Morgan Stanley

June 2005 - May 2007

Cfp Bob Glass

Education

Harvard University, Master's Degree

January 2017 - January 2022

Georgetown University, Certified Financial Planner

January 2013 - January 2014

Randolph-Macon College, Ba

January 1999 - January 2003

Frequently Asked Questions about Cfp Bob Glass

What is Cfp Bob Glass email address?

Cfp Bob Glass's primary email address is **@marinerwealthadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Bob Glass work for?

Cfp Bob Glass is a Managing Director at Mariner, a company specializing in Functions related to depository banking.

Where Cfp Bob Glass graduated from?

Cfp Bob Glass holds a degree in Psychology from Harvard University.

How can I directly contact Cfp Bob Glass?

To contact Cfp Bob Glass directly, you can use the email address **@marinerwealthadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Bob Glass?

Bob Glass is a seasoned financial professional with extensive experience in wealth management and advisory roles. Currently serving as the Managing Director at Mariner Wealth Advisors, he focuses on creating comprehensive wealth plans tailored to individual client needs. His career spans multiple leadership positions in the financial services sector, showcasing a strong commitment to client-first strategies. With a Master's degree in Psychology from Harvard University, Bob integrates behavioral insights into financial planning, enhancing his effectiveness as a leader. He has a proven track record of success, evidenced by accolades such as the Gold Leaf Award. Bob's diverse background includes significant roles in both corporate and advisory settings, providing him with a unique perspective on the financial landscape. Passionate about continuous learning, he is always on the lookout for innovative approaches to wealth management. His ability to adapt in a rapidly changing industry has made him a respected figure among peers and clients alike.

Cfp`s contact details

mail

**@marinerwealthadvisors.com

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