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Cfp Bob Glass
Cfp Bob Glass
Managing Director | Mariner
Vienna, Virginia, United States
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.
Cfp Bob Glass
Work Experience
Managing Director at
Mariner
May 2022 - Present
Director, Washington D.C. Complex at
The Mather Group, LLC
September 2020 - May 2022
Director, Financial Planner at
Edelman Financial Engines
September 2014 - September 2020
Investor Service Specialist at
ICMA-RC
January 2013 - September 2014
Financial Services Professional at
Wells Fargo & Company
April 2009 - April 2011
Financial Services Professional at
New York Life Insurance Company
December 2007 - March 2009
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
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
**@marinerwealthadvisors.com
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