About Us
Zach is an 20 year veteran of the financial services industry. His career started right after the crash of ‘87. He has seen the bad times as well as the good ones. He believes that anyone can make money when times are good, but it’s what happens when times are bad that counts. Specializing in asset allocation modeling for his clients has proved to be a valuable risk management tool. Zach is a certified Wealth Management Specialist and Retirement Plan Consultant. He is also the Sales Development Manager for the Texas Division of Raymond James & Associates. His responsibilities include working with the new financial advisors to ensure their success. A native Texan, Zach and his family live in Grand Prairie and he is involved in numerous charitable endeavors. He can be reached at 817-698-4908.
Glenn has been a financial advisor for more than thirty years. He reached the highest levels of advisor recognition at both Merrill Lynch and Smith Barney prior to moving to Raymond James. He has advised the CEOs of several local corporations such as Burlington Santa Fe, Pier 1, Harken Oil, NRM Oil and has managed private placement programs of over $300 million. Glenn believes the key to successful financial advice lies in his desire to provide the best possible guidance and keeping a constant watch on clients' portfolios. He is an avid equity researcher and believes portfolios must contain both technical and fundamental analysis to be successful. He can be reached at 817-698-4920.
Lori is a Registered Sales Associate and has earned the Para-planner designation from the College for Financial Planning. Prior to joining the industry in 1995, she worked in the trust department of a local bank and the investor service department of a Dallas oil company. A native of Arlington, Texas, Lori earned her bachelor’s degree from Tarleton State University in Stephenville with high honors. Her hobby is music; she has sung in several area choirs and has studied piano and harpsichord. She currently lives in Arlington and has one son who lives in Dallas. She will gladly assist you with administrative questions relating to your account, market orders, annuities and life insurance policies.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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