Glenn Williams, CLU, ChFC, CFP®

Part of my role is to look over the horizon for trends, opportunities and obstacles and to communicate these to our advisors. As examples, we promoted holistic financial planning as a way to better advise clients and to build relationships in the 90s and we started fee-based fiduciary-compliant investment management in the late 90s, both have proved to be prescient.” 

Glenn has over 32 years of experience as a financial services professional. For 30 of those years, he maintained a private practice along with his leadership duties at U. S Planning Group. Glenn's passion is helping advisors build successful recurring-revenue businesses by promoting a success environment along with one-on-one coaching and mentoring. He has helped advisors grow from small practices to $1,000,000 practices and some of the largest at Woodbury. Glenn has built one of Woodbury Financials most respected independent groups and has served on Woodbury's President Advisory Board as a member, committee chair, Vice-Chair and Chairman.

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