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Phone: (770) 395-9595 X 9788Email: Glenn@usplanning.com My passion is helping financial advisors build successful recurring-revenue businesses with superior customer experiences, through affiliation with U. S. Planning Group and our one-on-one support, coaching and mentoring. We have created one of Osaic Wealth's most respected independent groups while helping advisors grow from small practices to some of the largest at our broker dealer.For over 30 years I maintained a private practice primarily helping individuals and couples. For the past three decades, I have also enjoyed growing U. S. Planning Group and helping our advisors create the practice of their dreams. Our success environment is built on U. S. Planning’s one on one coaching, training and support coupled with interactions with other likeminded successful financial professionals. We have open architecture financial planning, products and services. I have helped advisors grow from small practices to $1,000,000 practices and some of the largest at Osaic Wealth. I've also served on Osaic Wealth's President Advisory Board as a member, committee chair, Vice-Chair and Chairman.I created U. S. Planning Group as a company that I would want to work with as an advisor. I believe in the power of independence and the value it brings to clients. I believe in expert hands-on advisor and staff support. I believe in transparency around payout.If you want to talk about your practice, our group or our coaching go to www.usplanning.com or email me at glenn@usplanning.com or pick up the phone and give me a call at 770-395-9595 X 9788. I would love to talk with you.Disclosure Statement:Glenn Williams is a Registered Representative and Investment Advisor Representative through Osaic Wealth, Inc. Securities and Investment Advisory services offered through Osaic Wealth, Inc., a Registered Investment Advisor. Member FINRA, SIPC. U.S. Planning Group, Inc ® and Osaic Wealth, Inc. are not affiliated entities.
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PresidentU.S. Planning Group, Inc. (R)Atlanta, Ga, Us -
PresidentU.S. Planning Group, Inc. (R) Feb 1995 - PresentThe South EastFor over 25 years I have been assisting our affiliated financial advisors to create great, client centered practices that fulfill their goals. We don't use a one size fits all approach, instead we tailor our coaching, mentoring and assistance to the advisor's vision. I would love the opportunity to share with you our story and learn more about your vision for your practice. I graduated from The University of Georgia; I am a Certified Financial Planner ® a Chartered Life Underwriter and a Chartered Financial Consultant with over thirty years experience working with clients and helping our affiliated advisors to reach and exceed their goals.
Glenn Williams Skills
Glenn Williams Education Details
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Journalism
Frequently Asked Questions about Glenn Williams
What company does Glenn Williams work for?
Glenn Williams works for U.s. Planning Group, Inc. (R)
What is Glenn Williams's role at the current company?
Glenn Williams's current role is President.
What is Glenn Williams's email address?
Glenn Williams's email address is gw****@****ial.net
What is Glenn Williams's direct phone number?
Glenn Williams's direct phone number is +177039*****
What schools did Glenn Williams attend?
Glenn Williams attended The University Of Georgia.
What skills is Glenn Williams known for?
Glenn Williams has skills like Financial Planning, Management, Strategic Planning, Financial Services, Wealth Management.
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