Glenn McGregor, CFP®, AIF® is an Advisor with SEIA in Tysons Corner, Virginia and works with Tom West in the practice’s Financial Planning and Investment Management services. Glenn is dedicated to engaging in a comprehensive financial planning process to help clients grow, retain and distribute their wealth according to their goals.
Glenn has over 15 years of experience in financial planning and investment management. Prior to joining SEIA, Glenn was a Senior Wealth Manager at USAA where he managed the client relationships of the organization’s DC area executives, board members and high-profile members.
Glenn is a CERTIFIED FINANCIAL PLANNER™ practitioner, and holds the Series 7 and 66 securities licenses and life and health licenses (VA 570814). Glenn is a graduate of The George Washington University. Glenn earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility. Glenn lives in Fairfax, Virginia with his wife and two daughters. Outside of work, Glenn enjoys football, soccer, travel and the Boston Red Sox.