Glenn Drake

Background

About Glenn Drake

For over 30 years I've helped clients address their financial concerns and develop sound strategies by focusing on their specific needs. With extensive experience in personal investment planning, I have dedicated my career to delivering the personalized services that my clients and their families expect and deserve. We work with clients that are approaching or are in retirement and design a customized retirement income plan to help them address their goals and objectives. We also work with our clients accounting and estate planning professionals to develop a comprehensive wealth management action plan. Integrity, objective and unbiased advice, attention to detail and an unwavering commitment to our client’s well being are the cornerstones of what we do. I earned my undergraduate degree in Business Administration from Washington and Lee University and hold the Series 7, 8, 31, 63 & 65 registrations through LPL Financial and the CFP® certification. After graduation, I was commissioned a 2nd Lieutenant in the U.S. Army and served as an Armor officer at Ft. Carson, CO. My wife, Denise, and I have two sons and reside in Annapolis, MD. I am an active fundraiser for the National MS Society and have earned several recognitions and awards from the MD Chapter of the MS Society. I enjoy cycling, boating and golf in my spare time. Please feel free to visit our website at: for information about our practice and the services that we can provide. We currently accept new clients and family friends that meet certain minimum asset levels.