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MEMBER PROFILE

 

Steven Glasgow

Hub International Retirement and Wealth

 

Member profile details

Membership level
Nashville Individual
First name
Steven
Second name/initial
W
Last name
Glasgow
Title
Managing Director
Company
Hub International Retirement and Wealth
XPX Chapter Email Lists
  • Nashville News & Events
 

CONTACT INFORMATION

City
Nashville
State
Tennessee
 

PROFILE INFORMATION

Call me when
Needed for financial planning, business planning, retirement plan design and admin and exit planning
Why I/we support XPX
Interested in supporting the culture of professionals working to improve entrepreneurship in the Nashville Area
Profession
  • Insurance
  • Investor
  • M&A Intermediary
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Cash management
  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Finance
  • Human Resources
  • Investments
  • Private equity
  • Private placements
  • Real estate
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
CFA, CIMA, CEPA, AIF, CPFA
Transition Planning Certification or Methodology
CEPA
In Business Since
1995
Business Focus
Financial Planning, organizing and creating the "virtual family office" structure by coordinating professional on behalf of business owners
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