Steve is a Financial Services Professional with Financial Design Associates. He has been in the Financial Services Industry since his graduation from The University of Miami in 1970. In addition to his Bachelor of Arts, Steve has received two designations from the American College including Chartered Life Underwriter and Chartered Financial Consultant. Additionally, Steve was awarded two degrees from the American College: Master of Science in Financial Services and Master of Science in Management.
Steve is the founder of The Glenn Planning Group and is of counsel to its partners. Previously, Steve worked at UBS where he was responsible for Life Insurance and Annuity Sales in the Southern Division, and Corporate Retirement Plans in the Eastern Division. Steve has addressed audiences across the country on a wide variety of complex planning issues. He has served as an Adjunct Professor at The American College, The University of North Florida, and Florida State College at Jacksonville. Additionally, he is the current President of the North Florida Society of Financial Services Professionals, and serves as the Chairman of The Florida State College at Jacksonville Insurance, Real Estate and Financial Services Advisory Committee.
In his personal life, Steve's hobbies include all water sports, and supporting his grandchildren's many activities. Steve is married to Kathy Mathews-Glenn and they have four children and seven grandchildren.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies