As a founder of the Glaser, Palan & Soshnik Wealth Management Group of Wells Fargo Advisors, Pamela Glaser assists clients to live the lives they’ve always wanted, support the communities and causes they are most passionate about, and protect their legacies. As a member of a select group of highly qualified advisors, Pamela helps both institutional clients and individuals with a broad range of services, including investment planning strategies and employer-sponsored retirement plans. Her experience, knowledge, and professional tenure have enabled successful individuals, families, and businesses owners manage their wealth since 1987.

Pamela currently holds her Series 7, Series 65, Series 63 registrations and a proven track record of client-focused leadership spanning over three decades at hallmark financial brands. She joined Stifel, Nicolaus & Co. in 1988 where she managed the firm’s Financial Planning and Fiduciary Services Departments. In 2008, she took her experience working with thousands of advisors and their clients and partnered with Manne Palan, Managing Director - Investments, to establish a highly successful wealth management team to provide these specialized services exclusively to their clients. Prior to joining Stifel, she was an attorney in private practice with Armstrong Teasdale, where she concentrated on estate and tax planning, as well as corporate transactions.

Pamela earned her Juris Doctorate (non-practicing) from the St. Louis University School of Law, as well as both an MBA and a Bachelor of Science in Business/Marketing from Maryville University. With the Accredited Investment Fiduciary (AIF®), Retirement Income Certified Professional (RICP®), Certified Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®) designations, Pamela brings a wealth of experience and tenure to the team.

Pamela is deeply committed to organizations whose missions focus on bettering the St. Louis community. She serves on the Board of the Saint Louis Crisis Nursery, an organization committed to preventing child abuse and neglect by providing a safe haven for children in need. She also serves on the Planned Giving Advisory Committee for the St. Louis Zoo, and is a past member of the Board and Executive Committee.  Pamela is also a member of the Estate Planning Council of St. Louis. Away from her leadership in the community and in the office, family is central to her life.

CA Insurance License Number 0H54045

Backed by over 35 years of experience in the financial services industry, Manne Palan provides personalized wealth management guidance to individuals, families, and business owners. Utilizing holistic wealth management strategies, he is able to develop results- focused investment plans designed to enable his clients to successfully accumulate, protect, and transfer wealth – regardless of the ebb and flow of the markets.

In his current role with Glaser, Palan & Soshnik Wealth Management Group of Wells Fargo Advisors, Manne’s primary responsibilities include fixed-income analysis, security selection, and portfolio construction. Because he oversees investment decisions, he is able to reflect each client’s specific investment objectives and tolerance for risk within their portfolios. This approach includes working with carefully selected money managers to help optimize risk-adjusted returns.

With a passion for making a positive difference in people’s lives, Manne embraces the opportunity to serve as a financial “quarterback” that leads and directs his clients toward well-defined goals. As a former youth sports coach, he recognizes that while the “ball” may be passed between different team members and specialists, he can still set the strategy, execute the game plan, and direct adjustments as necessary.

After graduating with a Bachelor of Science in Business from Indiana University, he worked for 30 of his 35 years as a financial advisor at Stifel Nicolaus & Co. prior to joining Wells Fargo Advisors as a Managing Director - Investments. He and Pamela Glaser, Senior Vice President - Investments led one of Stifel’s most successful wealth management teams. He holds Series 7, Series 63, Series 65 registrations, and Life, Health, and Variable Insurance licenses.

Having lost his wife to cancer in 2018, Manne is deeply committed to helping raise awareness and funding for breast cancer research, in addition to supporting those fighting the disease. After his wife’s passing, Manne created “Lynnie’s Light For Life”, an annual fund-raiser for the local chapter of Sharsheret Supports. This national, not-for-profit organization seeks to inform and support women, men, and families, living with increased genetic risk of developing breast or ovarian cancer. Manne is past Board member of The Jewish Community Center of St. Louis.

Outside of the office, coaching youth football has always been one of Manne’s passions, and the relationships and enduring bonds he’s built with both former players and coaches have had a lasting impact on him and the young men he coached. Manne happily resides in St. Louis with his wife Margaret and has three children.

CA Insurance License Number 0H57590

With financial services experience dating back to 2005, Danny Soshnik proudly treats his clients like family. Along with a dedication to fostering long-term relationships, he embraces a team approach to wealth management and is passionate about making a positive impact in his clients’ lives.

 

As the visionary for the direction for fixed-income strategy at Glaser, Palan & Soshnik Wealth Management Group of Wells Fargo Advisors, Danny takes a comprehensive approach to wealth planning that includes developing strategies designed to protect and grow his clients’ wealth. Though he primarily focuses on seeking long-term generation of income, the approaches he employs may also include portfolio hedging and derivative strategies that are custom-tailored to each client’s individual needs.

 

One of the core tenets of Danny’s approach is that he invest for his clients in the way he invests for his family. From his perspective, there’s no better way to demonstrate the commitment to his own investment philosophy and process than by investing his personal assets in the same way. He sees every person who walks through the door as someone with a dream, not someone with an account to manage.

 

Danny has been immersed in – and fascinated by – the world of finance since childhood. His father, David Soshnik, has been a Financial Advisor for 50 years, and this early exposure to the industry was what inspired Danny to follow in his father’s footsteps.

Before becoming Senior Vice President - Investments at Wells Fargo Advisors, Danny spent 15 successful years as an advisor at Stifel Investment Services. He has always prioritized education, graduating from University of Michigan Business School, and holding his Series 7 and Series 66 securities registrations and is a PIM Portfolio Manager.*

 

Outside of the office, Danny enjoys spending time with his wife Jennifer, a local attorney, and their two children. He stays active coaching youth sports year round. The family is passionate about their hometown of St. Louis, and stays involved in various organizations that benefit the local community. Danny is an ardent supporter and Team Captain for Pedal the Cause, whose mission is to provide critical funding for cancer research at Siteman Cancer Center and Siteman Kids at St. Louis Children’s Hospital. He also serves on the Board of the Jewish Community Center. Together, Danny and Jennifer have participated in numerous triathlons and CrossFit competitions.