225 N.E. Mizner Blvd.
Glen Morris Financial is a Financial Planning and Wealth Management Firm that focuses on helping clients pursue their financial goals, retire with confidence, and live the life they envision.
We help our clients at every stage of their financial journey by blending the human dimension of getting to know and understand their individual needs, wants, and goals, with innovative technology to develop a personalized Family and Financial Plan. This process allows us to help our clients plan effectively, decide on an appropriate investment strategy, track progress, and re-sync, or rethink the approach whenever necessary. Our happiest and most successful clients enjoy the confidence and stability they feel regarding their investments and their financial plan.
We look forward to helping you plan and pursue your financial goals and dreams.
Financial Advisor, Portfolio Manager
Glen Morris began his career in the financial industry in 1994 and has over 25 years’ experience helping clients develop and maintain structured investment plans and portfolios to pursue their financial objectives. His investment services include stocks, bonds, mutual funds, managed money programs, options, unit investment trusts, government securities, certificates of deposit, annuities, variable annuities, fixed indexed annuities, life and health insurance, long-term care insurance, college planning, retirement planning, estate planning, and more. He graduated from Florida State University in 1990 with a Bachelor of Science degree. His professional registrations include the Series 7, 24, 63, 66 and SIE registrations. Mr. Morris has also obtained the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360, a Broadridge company. The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® Designation.
Glen grew up on the island of Key Biscayne, Florida, and has been a resident of Boca Raton, Florida for over 25 years. In his free time Glen enjoys golfing, tennis, surfing, and fishing as well as other outdoor activities with clients, friends, and family.
Office Assistant/Business Development
Meilene holds a B.A. in Graphic Design from Florida Atlantic University in Boca Raton, FL. She developed her skills in Graphic Design for several years before incorporating Instruction Design, creating Medical Educational CEU Modules for Students completing their Residency Programs. Meilene entered the world of finance as a Mortgage Loan Coordinator with Regions Mortgage before transitioning to Office Assistant and Business Development Coordinator with Glen Morris Financial.
Meilene works with clients utilizing a broad range of services and resources. She builds strong relationships with clients by offering her knowledge and services with a caring, personal touch. One of Meilene’s primary focuses is helping clients to gather and organize pertinent information to develop their unique personalized Financial Plan. Her inviting personality makes her easy to communicate with, which makes her perfectly suited for her role in providing clients with the high level of service they deserve.
Meilene also focuses on working with Financial Advisors in Business Development as well as maintaining and developing the overall Office Management. Her previous experience in Design and Marketing comes into play for growing the office clientele and developing the offices’ presence via social media.
Outside of work, Meilene enjoys swimming, snorkeling, and playing golf whenever she can. She loves being in South Florida enjoying the sun and beaches, as she grew up on the tropical Island of Trinidad in the Caribbean. She has recently taken up playing the guitar and is also learning to surf, when Florida’s rare surf is up!
Cetera Advanced Planning Group
For a deeper dive into one of our key resource partners, the Cetera Advanced Planning Group, including bios and pictures, click the link below.
Cetera Financial Plan Design Group
For a deeper dive into one of our key resource partners, the Cetera Financial Plan Design Group, including bios and pictures, click the link below.