Steven Glasgow, AIF, CFA, CPFA, CIMA, CEPA
Senior Vice President, Retirement & Private Wealth
Background
Steven is the first born in a family with a younger sister and brother that moved every 3 to 5 years, while his father worked as an executive for Westinghouse Electric. Stints in Pittsburgh, Philadelphia, Washington DC and ultimately Winter Park, Florida (where he attended high school) helped to shape a childhood experience that afforded great life lessons in adaptability.
After graduating from Auburn University with a degree in Finance, Steven started his investment career working in the municipal bond trading business for PaineWebber (now UBS) in Orlando, Florida. While working for PaineWebber he completed his MBA at Rollins College with a concentration in Finance. In 1995, after completing the Masters program he was recruited by an advisory team in Nashville to focus on sales of fixed income instruments to large institutional buyers. The team also worked on asset allocation and investment strategy with Defined Benefit and other large institutional clients as part of the “PRIME” asset advisory group of PaineWebber.
Experience consulting to Defined Benefit Plans, Endowments and other institutional investors expanded to work with 401(k) plans by the early 2000’s. Individuals that had worked in their capacity as trustees for these plans began inquiring about services for individual families, which ultimately gave rise to the wealth management services component of what is now the RPW team in Nashville.
Steven has lived in Franklin since 1998 with his wife and two children, Carson and Campbell. His son Carson is enlisted in the Marines and Campbell is currently working on her degree in Professional Flight at Auburn University. Steven’s wife Teresa has been a flight attendant with Delta Air Lines for over 30 years, which has given the family a chance to see much of the world together. When not working on behalf of his team and clients, Steven enjoys playing golf, reading, martial arts, and occasionally playing the guitar. He is currently active as a board member
Advisor Location
3011 Armory Drive, Suite 250 Nashville, TN 37204
Areas of Focus
- Wealth Management
- Financial Planning
- Investment Advisory
- Tax and Estate Planning Strategies
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting
- Institutional Investment Advisory
- Institutional Cash Management
- Business Planning Services
- Exit Planning
- Life, Disability and Long-Term Care Insurance
- Prevailing Wage Benefit Plans
- Prevailing Wage Retirement Plans