Michael Glaser Email & Phone Number

Philosophy & ApproachMichael joined Stephens Private Client Group in 2018 and has more than 15 years of industry experience. Michael and the team’s senior partner, Don, analyze clients’ financial situations and make recommendations that help clients achieve their overall financial goals. Michael says, “From the start of a client relationship, Don and I take the time to really understand what is important to them. It might be transferring wealth or philanthropic giving.” With an understanding of the client’s goals, they can develop a comprehensive plan that reflects the client's needs while being adaptable as their lives and goals evolve.Roxanne Spencer, a registered client associate since 2004 with more than 18 years of administrative experience, supports Michael.Experience & EducationPrior to joining Stephens, Michael began his career as a financial advisor at Wells Fargo Advisors, Inc. He is a graduate of the University of Memphis with a Bachelor of Arts in Finance.PersonalMichael is a Memphis native. He has two children, Benjamin and Alana. When he is away from the office, he enjoys spending time with his family, traveling, boating, and barbecuing.

Listed skills include Financial Advisory, Investment Planning, Retirement Planning, Asset Allocation, and 2 others.

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  The University Of Memphis

  Business Finance