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Louis Glaser

Louis Glaser, AAMS®, PPM
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

1026 17th Ave S

Nashville, TN 37212-2202

Louis.Glaser@Truist.com

Phone 615-748-5326

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About me

Background

Louis Glaser offers his clients more than 30 years of investment services experience, with a commitment to their financial wellbeing and delivering solutions that best fit their circumstances. Having earned the Accredited Asset Management SpecialistSM (AAMS®) designation, he follows a disciplined process of assessing his clients’ financial needs, setting and prioritizing goals, and evaluating trade-offs to provide: financial, retirement, major purchase, and education and college planning;  investment, risk, and debt management; legacy and estate strategies; and regular portfolio rebalancing.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration
Belmont University

Personal Interests

Louis is a member of the Country Music Association and the Academy of Country Music.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Performance Excellence Award*
Truist 2019
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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    * Barron’s rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. Barron’s 2016-18. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.

    The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

     

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