Josh Glenn
Financial Advisor - Stifel @Stifel Financial Corp.
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WORK HISTORY
Financial Advisor - Stifel @Stifel Financial Corp.
Sumter, SC, US
Having obtained both the Accredited Asset Management SpecialistSM (AAMS®) designation and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, I have attained strong fundamental financial knowledge surrounding asset management and investments and have received in-depth training on insurance reviews, tax strategies, as well as estate planning issues and retirement planning. Additionally, I earned a B.S. in Economics from Clemson University and hold Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). Active in my community, I am a member of the Greater Sumter Chamber of Commerce, Touchdown Club, and the Young Professionals of Sumter, where I currently serve as a board member. Additionally, I serve as a mentor to students in the business program at Clemson through the TigerTies mentorship program.Stifel Financial Corp, its affiliates, or subsidiaries do not endorse nor have any direct or indirect responsibility with respect to this activity.
EDUCATION
Clemson University
Bachelor of Science (B.S.)
ABOUT JOSH GLENN
I began my investment industry career in 2018 upon teaming up with my father to form The Glenn Group. Prior to becoming a financial advisor, I served as an insurance agent for State Farm from 2014 to 2017. After assisting numerous individuals and families of various backgrounds, I realized my experience would be best served within the investment services industry. Today, I develop customized wealth management and investment strategies designed to not only help my clients avoid financial hardship, but also to live and retire with the life they\'ve always Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms:
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