Bringing Confidence to Your Investment Planning
I help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of my practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
Richard Glazier III
- Financial Advisor
- Vice President - Investments
Planning for your financial success
Before entering the financial services industry, I earned a degree in Finance at The University of Tampa. After graduation I began my career in 1998 as a credit Analyst with Bank of America and later went into Commercial Banking. However, it was in 2001 when I became a Financial Advisor that my true passion evolved. In 2008 I decided to take my investment industry knowledge to Wells Fargo Advisors where I am committed to providing personalized investment planning advice for individuals and families.
Retirement income planning
An often overlooked aspect of retirement planning is the amount of annual income you'll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, create an income stream, and ensure your income can support you for years to come.
Estate planning strategies
I can work with you and your other advisors - including your CPA and attorney - to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
I look forward to extending my services to your an your family. Together, we can discuss financial strategies designed to fit your unique situation.
About Wells Fargo Advisors
As part of Wells Fargo and Company, Wells Fargo Advisors provides advisory, brokerage, asset management, and other financial services, through experienced Financial Advisors nationwide. Our advisors draw on a tallented force of market analysts, retirement planning and investment specialists, and portfolio managers to provide you with advice and guidance to help you pursue your goals.
Before entering the financial services industry, I earned a degree in Finance at The University of Tampa. After graduation I began my career in 1998 as a credit Analyst with Bank of America and later went into Commercial Banking. However, it was in 2001 when I became a Financial Advisor that my true passion evolved. In 2008 I decided to take my investment industry knowledge to Wells Fargo Advisors where I am committed to providing personalized investment planning advice for individuals and families.
Retirement income planning
An often overlooked aspect of retirement planning is the amount of annual income you'll likely receive from your investments. I can help you choose retirement income strategies that may help you maintain flexibility and control of the principal, create an income stream, and ensure your income can support you for years to come.
Estate planning strategies
I can work with you and your other advisors - including your CPA and attorney - to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
I look forward to extending my services to your an your family. Together, we can discuss financial strategies designed to fit your unique situation.
About Wells Fargo Advisors
As part of Wells Fargo and Company, Wells Fargo Advisors provides advisory, brokerage, asset management, and other financial services, through experienced Financial Advisors nationwide. Our advisors draw on a tallented force of market analysts, retirement planning and investment specialists, and portfolio managers to provide you with advice and guidance to help you pursue your goals.