Private Wealth Management

Michael Glaser

Financial Consultant

Direct: (901) 681-1330

Philosophy & Approach

Michael joined Stephens Private Client Group in 2018 and has more than 10 years of industry experience. Michael and the team’s senior partner, Don, analyze clients’ financial situations and make recommendations that help clients achieve their overall financial goals. Michael says, “From the start of a client relationship, Don and I take the time to really understand what is important to them.  It might be transferring wealth or philanthropic giving.” With an understanding of clients’ goals, they can develop a comprehensive plan that reflects the client's needs while being adaptable as their lives and goals evolve.

Roxanne Spencer, a registered sales assistant since 2004 with over 18 years of administrative experience, supports Michael.

Experience & Education

Prior to joining Stephens, Michael began his career as a financial advisor at Wells Fargo Advisors, Inc. He is a graduate of the University of Memphis with a Bachelor of Arts in Finance.

Personal

Michael is a Memphis native. He lives with his wife, Samantha, their son, Benjamin, and their two dogs. When he is away from the office, he enjoys spending time with his family, traveling, boating, and barbecuing.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

For Retail Investors: Form CRS

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