A Different Kind Of Financial Services Firm

A Different Kind Of Financial Services Firm

by Steve Gamel

All Glen Smith could do was laugh when his dear mother surprised him recently with a stack of old report cards. Many of his grades, whether for science, social studies, or history, were not as good as he had hoped. But he couldn’t help but pore through them – one after another. “My kids get straight A’s. I clearly didn’t,” Glen said with a laugh. “But it was interesting as I looked through the stack to see how good I was at math. I always aced math; numbers were always appealing and came easily to me.”

That stands to reason given his career path. Glen is the managing partner for Glen D. Smith & Associates and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional for Raymond James in Flower Mound. For more than 14 years, he has combined his passion for number crunching with helping people responsibly build wealth through long-term planning, methodical decision-making, and personalized service.

Glen is a go-to advocate for high net-worth clients who need guidance with everything from investment management and retirement planning to estate planning, trust services and more. Being aligned with Raymond James adds more investment opportunities to that extensive suite of financial services.

“I live vicariously through my clients, whether they are selling a business, saving for a goal, or wanting to know if they have enough money for retirement,” Glen said. “I enjoy being able to look them in the eye after building them a fairly sophisticated financial plan and know we did right by them. I feel like I’m adding value to people’s lives.”

That commitment to the client is a breath of fresh air in today’s environment, where it can be difficult to remember what personal service feels like. But Raymond James has long been a different kind of financial services firm – one that embraces long-term planning, values methodical decision-making, and remains focused on what matters to you. Glen Smith embodies those attributes and strives to help clients achieve a healthy financial report card.

“You can get investment advice from a lot of places, but what separates us is our high-level service along with our focus on client relationships,” he said. “We put our clients first, truly listening to their financial and lifestyle aspirations and creating a custom plan to help them get there.”

 

469.212.8072 | www.glendsmithandassociates.com | 1029 Long Prairie Road, Suite C | Flower Mound, TX 75022

 

Steve Gamel and Lantana Living are not affiliated with Raymond James. Opinions expressed are those of the authors and not necessarily those of Raymond James. Steve Gamel is not a client of Glen D. Smith & Associates or Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Glen D. Smith & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc


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