Broker Check
Glenn McNorton

Glenn McNorton

Wealth Planning Advisor

Financial planning, design and service

Glenn has over 39 years of experience helping people, over 29 years in the financial services industry and 10 years as a Certified Public Accountant in the State of Florida - currently not practicing as a CPA.  Glenn is a wealth planning advisor within our practice.

Glenn’s passion is providing our clients clarity around the complex areas of financial planning, including estate planning strategies and business owner planning. Each customized financial plan includes clearly defined action steps, from the initial meeting through financial plan implementation, always working with clients to understand their objectives towards reaching their goals with patient and attentive guidance, along with attention and support from our team to enhance and strengthen our plans for your unique situation.

Our experienced and highly credentialed professional and support staff specialize in:

  • Personal Financial Planning
  • Income Planning
  • Estate Planning Strategies
  • Business Succession Planning
  • Pension Plan Strategies
  • Economic Modeling
  • Employee Stock Option Strategies
  • Retirement Planning
  • Specialized planning for Executives and Business Owners
  • Tax Reduction Strategies

In his free time, Glenn enjoys gardening and has been growing orchids for over 25 years. He enjoys the beaches of Sarasota, Siesta Key, named as one of the top beaches in Florida.

Glenn graduated from Florida Southern College with a bachelor’s degree in accounting and business management.  He acquired his Certified Public Accountant “CPA” designation in the State of Florida, September 2, 1987, and practiced as a CPA for 10 years. He is a current board member at the Estate Planning Council of Manatee County, Florida.