Glen E. Morris, Aif®
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Glen E. Morris, Aif® Email & Phone Number

Financial and Family Planning Services Focusing on Helping Families with Children who have Special Needs, and Families with Loved Ones experiencing Cognitive Decline to Plan and Retire with Confidence. at Glen Morris Financial
Location: Boca Raton, Florida, United States 3 work roles 1 school
1 work email found @summitbrokerage.com 3 phones found area 561 and 210 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email g****@summitbrokerage.com
Direct phone (561) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial and Family Planning Services Focusing on Helping Families with Children who have Special Needs, and Families with Loved Ones experiencing Cognitive Decline to Plan and Retire with Confidence.
Location
Boca Raton, Florida, United States
Company size

Who is Glen E. Morris, Aif®? Overview

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Quick answer

Glen E. Morris, Aif® is listed as Financial and Family Planning Services Focusing on Helping Families with Children who have Special Needs, and Families with Loved Ones experiencing Cognitive Decline to Plan and Retire with Confidence. at Glen Morris Financial, a company with 87 employees, based in Boca Raton, Florida, United States. AeroLeads shows a work email signal at summitbrokerage.com, phone signal with area code 561, 210, and a matched LinkedIn profile for Glen E. Morris, Aif®.

Glen E. Morris, Aif® previously worked as Financial Advior, Portfolio Manager at Glen Morris Financial and Portfolio Manager at Summit Brokerage Services, Inc.. Glen E. Morris, Aif® holds B.S., English, Communications from Florida State University.

Company email context

Email format at Glen Morris Financial

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*@summitbrokerage.com
68% confidence

AeroLeads found 1 current-domain work email signal for Glen E. Morris, Aif®. Compare company email patterns before reaching out.

Profile bio

About Glen E. Morris, Aif®

Summit Financial Networks, Inc. provides professional investment products and services to thousands of investors throughout the country. We have built a reputation for delivering a superior level of personalized service.Summit's clients receive personalized attention from a Financial Advisor in planning for retirement, a child or grandchild's education, enhancing current income or lowering tax impact, as well as estate and financial planning.Your Financial Advisor will evaluate your investment objectives prior to recommending suitable investment choices.We strive to help you reach your investment goals.General Information:Investment Advisor Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a Broker-Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entityThird-party posts found on this profile do not reflect the views of Summit Financial and have not been reviewed by Summit Financial as to its accuracy or completeness. The opinions voice in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. Current State Registrations: AR, CA, CT, FL, GA, KS, MA, MD, MI, MN, NJ, NY, OH, OK, PA, SC, TN, TX, and VA.For services in states not listed above, please contact:Glen E. MorrisFinancial Advisor, Portfolio ManagerGlen Morris Financial633 Eddy StreetBoca Raton, FL 33487Branch: 561-337-1525Toll Free: 833-692-2268Fax: 561-337-1451email: gmorris@summitfn.com

Listed skills include Wealth Management, Portfolio Management, Asset Management, Investment Advisory, and 11 others.

Current workplace

Glen E. Morris, Aif®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Glen Morris Financial
Glen Morris Financial
Financial and Family Planning Services Focusing on Helping Families with Children who have Special Needs, and Families with Loved Ones experiencing Cognitive Decline to Plan and Retire with Confidence.
boca raton, florida, united states
Employees
87
AeroLeads page
3 roles

Glen E. Morris, Aif® work experience

A career timeline built from the work history available for this profile.

Financial Advior, Portfolio Manager

Current

225 Northeast Mizner Boulevard, Suite 5500, Boca Raton, FL 33432

Jan 2017 - Present
Team & coworkers

Colleagues at Glen Morris Financial

Other employees you can reach at summitfinancialnetworks.com. View company contacts for 87 employees →

1 education record

Glen E. Morris, Aif® education

FAQ

Frequently asked questions about Glen E. Morris, Aif®

Quick answers generated from the profile data available on this page.

What company does Glen E. Morris, Aif® work for?

Glen E. Morris, Aif® works for Glen Morris Financial.

What is Glen E. Morris, Aif®'s role at Glen Morris Financial?

Glen E. Morris, Aif® is listed as Financial and Family Planning Services Focusing on Helping Families with Children who have Special Needs, and Families with Loved Ones experiencing Cognitive Decline to Plan and Retire with Confidence. at Glen Morris Financial.

What is Glen E. Morris, Aif®'s email address?

AeroLeads has found 1 work email signal at @summitbrokerage.com for Glen E. Morris, Aif® at Glen Morris Financial.

What is Glen E. Morris, Aif®'s phone number?

AeroLeads has found 3 phone signal(s) with area code 561, 210 for Glen E. Morris, Aif® at Glen Morris Financial.

Where is Glen E. Morris, Aif® based?

Glen E. Morris, Aif® is based in Boca Raton, Florida, United States while working with Glen Morris Financial.

What companies has Glen E. Morris, Aif® worked for?

Glen E. Morris, Aif® has worked for Glen Morris Financial, Summit Brokerage Services, Inc., and Wachovia Securities Financial Network.

Who are Glen E. Morris, Aif®'s colleagues at Glen Morris Financial?

Glen E. Morris, Aif®'s colleagues at Glen Morris Financial include Gale Markowitz, Leslie Smith, Lorena Cutright, Ja Sur, and Ronald Riescher.

How can I contact Glen E. Morris, Aif®?

You can use AeroLeads to view verified contact signals for Glen E. Morris, Aif® at Glen Morris Financial, including work email, phone, and LinkedIn data when available.

What schools did Glen E. Morris, Aif® attend?

Glen E. Morris, Aif® holds B.S., English, Communications from Florida State University.

What skills is Glen E. Morris, Aif® known for?

Glen E. Morris, Aif® is listed with skills including Wealth Management, Portfolio Management, Asset Management, Investment Advisory, Retirement Planning, Financial Planning, Financial Advisory, and Financial Services.

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