The Glaser Group of Truist Investment Services, Inc. The Glaser Group of Truist Investment Services, Inc.

The Glaser Group of Truist Investment Services, Inc.

1026 17th Ave S

Nashville, TN 37212-2202

Who we are

The Glaser Group strives to deliver a distinctive experience to our clients as we work as partners with them to reach Generational Prosperity. Our purpose is to guide families through the wealth-planning process utilizing our knowledge, drawing on outside specialists, thought leadership, and tailored advice and solutions.

The Glaser Group for 9 years (2009-2018) was ranked among Barron’s Top 1,200 Financial Advisors in the U.S*. The Glaser Group is a discretionary Investment Advisor for over $800 million in investment assets currently under our management and advisement. The Glaser Group contains Advisor and Customer Service Associates with College of Financial Planning Designations.

*The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.

Check the background of this investment professional on FINRA's BrokerCheck

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • 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

Nate Glaser
Nate Glaser
Financial Advisor
Zach Glaser
Zach Glaser
Financial Advisor
Tom Moonshower
Tom Moonshower
Portfolio Manager
Steve Reed
Steve Reed
Financial Consultant
Joe Criscione
Joe Criscione
Registered Client Service Associate
Daniel Zheng
Daniel Zheng
Registered Client Service Associate
Desaree Pennington
Desaree Pennington
Registered Client Service Associate
The Glaser Group’s portfolio construction and our investment management process represent the cornerstone to our client’s investment strategy. Our Core/Satellite portfolio structure and our portfolio construction process utilizes both fundamental and technical research from our internal and external resources. Additionally, we utilize our collective experience over the last 20+ years in which we have seen a wide range of differing market dynamics. We use that experience and knowledge in our process as we construct and manage our client’s portfolios. 

The Glaser Group’s approach to helping our client ‘s achieve generational prosperity employs a goals-based planning process with customizable and actionable approach based on our client’s life circumstances. Our clients are able to get support from a knowledgeable team of specialists, coordinated by a dedicated family advisor.

Working with The Glaser Group provides the convenience of a full suite of financial solutions from a single group of advisors who understands a client’s entire picture. The Glaser Group can help coordinate with our client’s accountant, attorney, business manager and family members as appropriate.
    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    To
    Loading location info... Loading the directions...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
    Fax {4}

    {0} {1}
    {0} {2} {3} {1} miles