Solid. That’s the way we’d describe
Solid. That’s the way we’d describe our partnership.
J. Brian Glaze
Brian Glaze loves helping people. As a comprehensive financial advisor, his mission is to provide practical, useful strategies to help clients define and pursue their best financial life. He is also an eternal optimist and believes that inspiration and experienced guidance play equally important roles in planning for the future.
Brian helps simplify what seems complex. Financial planning means creating a plan or strategy to define and pursue the great opportunities of life (education, a meaningful retirement, legacies, etc.), while defending against the great risks of life (premature death, disability, prolonged debility at the end of life). He creates strategies for his clients that give them a basis on which to act, and continue to act, because they have faith in the strategies’ long-term effectiveness. Brian believes that without a strategy, clients are left to react and become driven by circumstances – fads, fears, and whatever is in the headlines on any given day. He believes it is very difficult to react your way to wealth. Understanding that a well-designed plan is a road map to follow in helping a client pursue their financial goals, he offers comprehensive strategies to implement that plan.
Brian attended the University of North Carolina at Greensboro and has over 20 years of experience in the financial services industry including banking operations, loans, investment consulting, and comprehensive financial planning. As a Financial Advisor he holds the following securities licenses with LPL Financial; Series 6 (Limited Securities Representative); Series 7 (General Securities Representative). He holds the Series 66 (Investment Advisor Representative) with Avantax Wealth Management along with his Life, Health and Long-Term Care licenses.
He holds the Series 66 (Investment Advisor Representative) with Avantax Wealth Management along with his Life, Health and Long-Term Care licenses. Brian loves spending time with his family. He is an avid drummer at his church, enjoys playing golf, and has an impressive sneaker collection.
Are you looking for a long-term financial partner to help you view life differently?
Schedule some time with us to talk and see if we’re a good fit for each other.
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