Glenn Williams,  CLU, ChFC, CFP®

Glenn Williams, CLU, ChFC, CFP®

President
U.S. Planning Group, Inc.

Contact Bio

“Part of my role is to look over the horizon for trends, opportunities and obstacles and to communicate these to our advisors. As an example, we started fee-based fiduciary-compliant investment management in the late 90s, which proved to be prescient.” 

Glenn has over 32 years of experience as a financial service professional. For 30 of those years, he maintained a private practice along with his leadership duties at USPG. Glenn's passion is helping advisors build successful recurring-revenue businesses through one-on-one coaching and mentoring. Glenn has built one of Woodbury's largest and most respected independent groups and has helped advisors grow from small practices to some of the largest at Woodbury. 

 

*This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Phone 770-395-9595
Fax 877-397-5137
Mobile Phone 678-313-9788