Team
How I Work
My philosophy is that in a world where the future is unknowable, that simple is sophisticated. I believes that advanced planning, investment consulting and thoughtful relationships result in goals-based investment strategies for those individuals and employers that value a long term approach for their families, employees and beneficiaries.
My approach adds perspective to all I do and provides increased benefits to my clients.
Meet John Glennon
John Glennon, CPFA
Senior Vice President, Financial Advisor
John is a senior-level retirement and wealth management professional and a Certified Plan Fiduciary Advisor (CPFA). He has worked with 401(k) plan sponsors and participants since 1994. Today, John is a member of Baird's Qualified Plan Consulting Group, comprised of only 3% of Baird advisors. In 1998, he was appointed to Smith Barney's Corporate Client Group's 401(k) Advisory Group, which included the firm's 70 most successful 401(k) consultants (out of 10,300 Financial Advisors).
He offers a 38 year journey of developing tailored plans and helping clients grow and protect their investments. He brings relentless thinking about risk and dedication to continuous learning and ever-changing regulation implications.
John is a Nashville native, a community involved citizen and is married with one grown son that lives in Denver. John also served 6 years in the U.S. Army Reserve.
Thank you for your investment in time to review my profile. If you’d like to know how we might be of service to you, we're always available to talk. Call me at 615-312-7130.