Experience Makes all the difference

Glenn Malloy provides a high level of service and attention to each of his clients, a diverse group of individuals and families, business owners and retirees, who are often focused on the demands of their occupations and busy lives and need to be able to trust someone with managing their wealth. His disciplined planning strategy brings clients peace of mind that he puts their interest first and will help them reach their goals through each stage of life.

Glenn’s planning process begins with a discussion to help the client articulate their values, prioritize their goals and determine their current financial state. With that information, he creates a customized financial plan, thoroughly reviewing and explaining the plan to the client until it suits their needs.  As a specially qualified Senior Portfolio Manager, Glenn can also utilize additional money management tools and resources on behalf of clients where appropriate to simplify and better monitor their investments.  After implementation, an ongoing review process is established to measure the progress of achieving the goals and provide any adjustments along the way.  Whether the outcome is building wealth, deriving income during retirement or preserving and passing along a legacy, Glenn is firmly committed to helping clients navigate financial challenges to make financial security a reality.

With more than 30 years of experience, Glenn is well-versed in the financial planning needs of individuals and families. In addition, he is a Certified Financial Planner (CFP®) practitioner which provides him with the knowledge and tools to understand how to develop specific strategies to minimize taxes, protect assets, maximize growth and transfer wealth. He is also licensed for life and long-term care insurance. 

Glenn and his wife, Penny, reside in Greenwood Village and have three beautiful daughters. The oldest daughters are earning degrees at Texas Christian University and the youngest attends Cherry Creek High School.  Glenn is an outgoing person with a variety of interests.  He plays golf, uses the P90X program and helps oversee a neighborhood swim team that he started.  He also is a movie buff, avid reader and has hosted a monthly poker game for more than 10 years. 

A leader in his local community, Glenn has volunteered his time and leadership skills to support a variety of interests, including the K-Life Youth Ministries in greater Denver, officiating at USA Swimming events and serving on the Planning and Zoning committee for Greenwood Village.

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President-Investments

Denver, CO

March 2003 - Present

Smith Barney

Senior Vice President-Investments

San Jose, CA

May 1986 - March 2003

Mike Rudin Insurance

Disability Insurance Specialist

Santa Clara, CA

May 1985 - May 1986

Education

  • De Anza Junior College AA Business-Magna cum laude
  • San Jose State University-Magna cum laude

Registered States:

AZ, CA, CO, CT, FL, GA, IL, KS, MI, MN, MT, ND, NJ, NM, NV, OR, PA, SC, TN, TX, UT, VA, WA, WV, WY