Meet Glen
Glen is a Sr. Vice President based in Houston, Texas. He joined Mercer Advisors in 2018 after serving at Fidelity Investments as Vice President, Financial Consultant. He began his wealth management career as Financial Consultant at Morgan Stanley in 2005, and before that, he served in the U.S. Navy for five years. Glen earned a B.S. degree in business administration, with a focus on financial services from San Diego State University. In his current role, Glen helps educate prospective clients about Mercer Advisors to see if it’s a good fit for them. He finds motivation in helping people identify and solve financial issues that concern them so they don’t have to worry about money.
A native Texan, Glen served in the medical field of the U.S. Navy. Glen graduated from San Diego State University with a Bachelor of Science in Business Administration and holds the FINRA Series 65 License.
His working style
It is important to Glen to ask questions to fill in information gaps. He likes solving problems by breaking them down to their core elements. He enjoys crossing items off the to-do list and following through on open items. He is convinced that he has the best job at Mercer Advisors and often finds himself smiling and laughing with clients and co-workers.
Glen in real life
What keeps you busy outside of work?
The seemingly never-ending development of our ranch in Hallettsville, Texas, to make it the perfect place for friends and family to gather and make the same kind of memories of the outdoors that I had as a kid.
What’s one thing you are surprisingly good at?
Not to brag, but I have been told that I make a pretty mean biscuits and sausage gravy breakfast. I have yet to see any leftovers.
Any words you try to live by?
It is more blessed to give than to receive.
Glen’s snapshots
Meet Glen’s Teammates
Articles by Glen
High Earners: Maximize Your Retirement Savings
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