Scott Glaser

Background

About Scott Glaser

LET'S CONNECT IF YOU'RE:* wanting to discuss the market and investment strategies * unsure of your retirement preparedness * thinking about consolidating and rolling over old 401(k) accounts * responsible for operating a business retirement plan (401(k), 403(b), Defined Benefit, etc.)* worried about how to pay for college * receiving an inheritance, settlement, or proceeds from the sale of a home or business * recently divorced or widowed and want to get a handle on your finances * new to the area and would like to work with a local advisor * anxious that you may not be adequately insured OR:* your current advisor is not meeting expectations I provide comprehensive financial planning and investment services for a limited number of individuals, families and small-to-mid size businesses. Leveraging the global resources of Morgan Stanley, I deliver conflict-free and unbiased advice, with no pressure to sell proprietary product. In consultation with world-class subject matter experts, I offer access to the resources and insights my clients need to get their financial affairs in order - and help keep it that way. EXPERIENCE: Financial Plans, Retirement Accounts, 401(k) Plan Services, Fee-Based Investing, Equities, Fixed Income, Mutual Funds, Unit Investment Trusts, Closed End Funds, Exchange Traded Funds, Annuities, Life Insurance, Long Term Care Insurance, Disability Insurance, Cash Management and Lending Solutions, Private Equity, Structured Products