Glenn Brown, Cfp®, Crpc, Mba Email & Phone Number

Greater Boston Area

PlanDynamic, LLC is a Registered Investment Advisor. A personal, fee-only CFP® leverages interactive technology and dynamically managed portfolios to help you take control of planning and investing, so you can balance kids, aging parents and financial independence. As your financial fiduciary, we align personal values to goals and together create actionable steps to live the life you want. As your accountability partner, we help organize finances, save and grow investments, maximize benefits, reduce taxes and be proactive to opportunities.

XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients.

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Greater Boston Area

Windhaven Investment Management, a division of Charles Schwab, is a SEC-registered investment advisory firm. Using a proactive approach to investment management, Windhaven dynamically adjusts asset allocations of exchange-traded funds (ETFs), striving to capture growth in rising markets while attempting to reduce exposure in declining ones.

Greater Boston Area

Schwab Advisor Services, formerly Charles Schwab Institutional, provides custodial, operational and trading support to 7,500+ independent Registered Investment Advisory (RIA) firms with over $1.5 trillion assets under management. Additionally, SAS provides practice management and consultative support to help RIAs start, add to and grow their firms.

Greater Boston Area

Retirement Solutions, a newly-created division of Bank of America, was tasked with becoming a Top 5 AUM of U.S. retirement assets in 5 years. Developed solutions, positioning and executed programs for financial advisors, client managers and bankers to increase IRA assets, DC plans and annuity revenues. Transitioned to integrate Merrill Lynch retirement platforms.

Greater Boston Area

Columbia Management, an investment division of Bank of America, a Top 10 U.S. AUM investment manager providing more than 125 equity, fixed-income, cash management, asset allocation and balanced mutual funds, in addition to closed-end funds, offshore funds, variable portfolios and 529 college savings plans.

Greater Boston Area

Greater Boston Area

Greater Boston Area

Orlando, Florida Area

Mba, Finance, Organization Studies

Activities and Societies: Boston College Consulting Group

Ba, Communications

Activities and Societies: Phi Kappa Theta