Josh Glenn, AAMS®, CFP®

Josh Glenn, AAMS®, CFP®

Financial Advisor

I began my investment industry career in 2018 upon teaming up with my father to form The Glenn Group.  

Prior to becoming a financial advisor, I served as an insurance agent for State Farm from 2014 to 2018.  After assisting numerous individuals and families of various backgrounds, I realized my experience would be best served within the investment services industry.  Today, I develop customized wealth management and investment strategies designed to not only help my clients avoid financial hardship, but also to live and retire with the life they've always wanted.

Having earned both the Accredited Asset Management Specialist® (AAMS®) designation and the Certified Financial Planner™ (CFP®) certification, I have attained strong fundamental financial knowledge surrounding asset management and investments and have received in-depth training on insurance reviews, tax strategies, as well as estate planning issues and retirement planning.  CFP® certificants also agree to meet ongoing continuing education requirements and to uphold CFP® Board's Code of Ethics and Professional Responsibility, Rules of Conduct, and Financial Planning Practice Standards.  Additionally, I earned a B.S. in Economics from Clemson University and hold Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  

Active in my community, I am a member of the Greater Sumter Chamber of Commerce, Touchdown Club, and the Young Professionals of Sumter, where I currently serve as a board member.  Additionally, I serve as a mentor to students in the business program at Clemson through the TigerTies mentorship program.

Phone (803) 905-3360