DALLAS, May 15, 2019 /PRNewswire-PRWeb/ -- An experienced
financial advisor, Mr. Glusman has acted in management roles with
both SunTrust and Merrill Lynch. Since 2001 he and his team have
managed close to a billion dollars in assets for high-net-worth
families and those experiencing liquidity events. Bringing
comprehensive and highly customized personal financial solutions to
successful athletes, celebrities, and their global businesses is
his main focus.
He has presented as the keynote speaker for the Senior Bowl,
East/West Shrine, and NBA pre-draft symposium wealth management
sessions for the attending NFL & NBA draft prospects numerous
times over the last decade, providing insight into process-oriented
steps to help achieve financial success.
Mr. Glusman brings his expertise and deep understanding of these
clients' unique needs to LFSE as he builds out the infrastructure
of the division. Jake Tomes, CEO of
Level Four, states, "Planning to launch the LFSE division has been
in the works for some time. Our executive team and I had a
deliberate search for the right leader with the experience,
capacity, and reputation to forge our vision into reality.
Jeffrey's résumé speaks for itself; and his priorities, both
personally and professionally, are exactly what the company and
industry need." Glusman and the LFSE team will be based in
South Florida's Palm Beach Gardens office. He lives with his
wife and 3 sons in Jupiter,
Florida.
"Changes in the industry in general, coupled with the demands of
our clients and acting as a fiduciary, are the key to what we do,"
says Glusman. "It's crucial to have the ability to protect our
client's assets while providing a full spectrum of services, not
just banking and investments, and providing advice in the client's
best interest with full transparency."
Beyond traditional investment services, LFSE brings together a
full suite of family office services to serve their clients
financial challenges. The team approach to wealth management puts
them in a unique position to address nearly every aspect of a
client's financial picture, whether that be retirement planning,
estate planning, investment management, personal accounting,
financial education, and more. For more information about LFSE,
visit http://se.levelfouradvisors.com.
Level Four® Advisory Services is a comprehensive wealth
management firm dedicated to providing an exceptional client
experience. With 18 locations across the country, their goal is to
guide individuals, families and business owners on the journey to
optimizing their financial strengths through customized plans and
proactive service. By utilizing an ensemble practice methodology,
Level Four strives to develop innovative solutions that address
their clients' challenges. More information is available at
http://www.levelfouradvisors.com.
SOURCE Level Four Advisory Services