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Team

Our team of experienced professionals have helped many people just like you. Our goal is to help you reach your personal and financial goals and dreams. By helping our clients reach their financial goals and dreams we succeed in strengthening our business and building long-lasting client relationships. 

Our team of financial professionals can help you address issues such as:

  • Investment Planning
  • Retirement Planning
  • Estate Planning*
  • Wealth Management
  • Risk Management
  • Tax Management*
  • Long-Term Care

We can also help answer your questions, including:

  • Can I retire early?
  • Are my investments properly diversified to reach my financial goals?
  • Am I taking more risk than I need to in my investment portfolio?
  • What is the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Should I set up a Trust?
  • Do I have enough life insurance for my family?

We look forward to speaking with you and helping you reach your financial goals and dreams.


*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Glen Morris, AIF®

Financial Advisor, Portfolio Manager

561-337-1525

561-337-1451

gmorris@summitfn.com

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.

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