Working toward your goals It starts with a strategic plan

Lisanne Glew, CDFA

First Vice President - Wealth Management
Financial Advisor
Accredited Wealth Management Advisor℠
Certified Divorce Financial Analyst (CDFA®)

Visit Glew Wealth Management
Visit YPO-WPO/UBS Dallas/Fort Worth Team

phone

469-440-0525







address

Legacy Tower
7250 Dallas Parkway
12th Floor
Plano, TX 75024



Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.



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