Glenn McGregor, CFP®, AIF® is an Advisor in SEIA’s Virginia office, where he works with Tom West in providing financial planning and investment management services. Glenn is dedicated to engaging in a comprehensive financial planning process designed to help clients build, preserve, and distribute their wealth according to their goals.
Glenn has worked in the financial services industry since 2002. Before joining SEIA, he was a Senior Wealth Manager at USAA, where he managed client relationships with executives, board members, and other high-profile members in the Washington, D.C. area. Glenn lives in Fairfax, Virginia, with his wife and two daughters. Outside of work, he enjoys football, soccer, travel, and following the Boston Red Sox.
He graduated from The George Washington University in 1994 with a Bachelor of Arts in International Relations and a minor in Archaeology. Glenn earned the CERTIFIED FINANCIAL PLANNER® certification in 2009 after completing the professional education program through the Certified Financial Planner Board of Standards, Inc. He also earned the Accredited Investment Fiduciary® (AIF®) designation through Fiduciary360, which provides training in fiduciary responsibility. Glenn holds the Series 7, Series 66, and Life & Health Insurance licenses (VA Insurance License #570814).