Regional Insurance & Planning Specialist
With over 29 years of experience in insurance and financial services, Glenn is part of the Raymond James Insurance Group (RJIG) where he specializes in Wealth Transfer and Estate Planning. Glenn works very closely with Mark and his team to help clients maximize their estate planning, wealth transfer strategies and insurance needs. Together, Glenn and Mark also work directly with clients’ other trusted advisors, including attorneys, CPAs and trustees to ensure that each client receives the most comprehensive and suitable strategies to meet their insurance goals and objectives.
As part of the Raymond James Home Office, Glenn is available to assist in various facets of insurance analysis, estate and wealth transfer planning, executive benefits, asset protection strategies, and business owner and family succession planning. Glenn, along with his team, specializes in providing comprehensive insurance policy reviews to help ensure that clients are maximizing their estate and wealth transfer strategies. With nearly 30 years of experience Glenn has witnessed the evolution of the insurance industry through the years. His knowledge and experience is an invaluable resource when reviewing insurance programs and strategies.
Glenn holds life and health insurance and variable annuity licenses. In addition, he also has his Series 7 General Securities Representative and Series 24 Registered Principal licenses.
Born and raised in Connecticut, Glenn has called Florida home since 1980. He enjoys spending his free time on his boat fishing or just hanging out on the spoil islands with family and friends. He and his wife, Laraine, especially enjoy cooking big family meals on the weekends with their three daughters, Jamie, Katie and Danielle and their new son-in-law, Nick.
Asset-Based LTC Consultant
Raymond James Insurance Group (RJIG)
With over 20 years of experience in financial services, John is part of the Raymond James Insurance Group, where he specializes in Long Term Care Insurance. John joined the Raymond James family as an Asset-Based Long Term Care Consultant in September of 2017. He works very closely with Mark and his team to help clients with education regarding long term care issues. Together, John and Mark work directly with clients’ other trusted advisors, including attorneys and CPAs to ensure that each client receives the most comprehensive and suitable long term care strategy to meet their long term care insurance goals and objectives. John also helps clients apply for the LTC coverage that best meets their needs.
John started his career at Charles Schwab in November of 1993, where he held various positions from the options trading desk to team manager and earned the honor of Chairman’s Club in multiple years. He also managed a trading support team at American Funds before moving into the insurance arena as a Long Term Care Consultant at OneAmerica. There, he found a passion for helping individuals protect their assets by ensuring that they have adequate protection against eventual long-term care costs.
John also has an honorable record of service to our country with three years in the United States Air Force and another three years in the United States Air National Guard. He received his bachelor’s degree in Finance at Indiana University-Purdue University Indianapolis in 1989 and earned his MBA from Anderson University in 2003. He obtained his Series 7 license in 1994.
John and his wife, Sheila, were married in 1989 and have two adult children. He enjoys golf, fishing, hiking and exercise.
Executive Benefits Consultant
With more than 20 years of experience with both Qualified and Nonqualified plans, Dwight specializes in finding solutions to meet the needs of businesses and their executives. Dwight’s Specialties, strengths and expertise in this arena include: Institutional Retirement Plans – 401(k), 403(b), 457(f) & (b), ESOP’s, Defined Benefit/Cash Benefit Plans and Non-Qualified Deferred Compensation Plans. Dwight actively helps with the design, implementation and informal financing of Nonqualified Deferred Compensation plans. He works with a wide range of leading advisors and their business clients to help them reward their key people and plan for retirement on a tax-advantaged basis.
After serving in the United States Air Force from 1990 to 1995, Dwight attended the University of South Florida where he earned a degree in Finance in December of 1997. After graduation, his career in the financial services industry took off when he secured a position as a Financial Advisor at Dean Witter/Morgan Stanley in 1998. There, he began working with Qualified plans (401(k), Pooled Profit Sharing Plans, SEP IRA’s and SIMPLE IRA Plans. This experience and his enjoyment of providing solutions with corporate benefits led him to join Raymond James & Associates in 1999 as a retirement plan consultant. Dwight’s commitment to clients and dedication to the job was apparent when he was named Director of Retirement Plan Consulting in 2003.
Dwight’s desire to learn as much as possible and gain additional experience in retirement plan consulting led him to take a position as Director of Business Development at Principal Financial Group in 2006. There he specialized in Defined Contribution, Defined Benefit, ESOP, and Nonqualified Plans. Given his background and experience in both Qualified and Nonqualified plans, he was promoted to South East Regional Vice President, specializing in Nonqualified Deferred Compensation Plans. With the knowledge and experience he gained with Non-Qualified plans, Dwight returned to Raymond James in 2016 to work with Qualified Plan Clients above $10 million dollars and to help grow the Non-Qualified consulting business at Raymond James Financial, Inc.
Dwight lives in Wesley Chapel, Florida, a suburb of the Tampa Bay area, with his wife and daughters. His hobbies include hiking, fishing, rafting, and camping. His family enjoys rock and fossil hunting and have found some large and unique specimens across the U.S. While traveling on vacation they will often dedicate one day to go find something in the local area that might be of interest.