Upon graduation from Drexel University Al became conversant in the investment and estate planning areas for individuals and small business owners while working in the public accounting field for Price Waterhouse Coopers. Al was recruited by Alco Standard Corporation for tax research and compliance support for a $2.5 billion subsidiary called, Paper Corporation of America.
In 1989, Al left to start his own professional financial planning practice by registering with Lincoln Financial Advisors Corp. His value to individuals and business owner clients is his understanding of complex estate, business transfer, investment and retirement issues. He focuses on his client’s needs. With their input he develops a personalized financial model. It is this process of development which has helped his clients to position themselves to meet their personal and financial objectives.
Al has been recognized by Lincoln for his production, leadership and ability to serve his clients in an exemplary manner. He has continued his education and has received the designation, Chartered Financial Consultant (ChFC). He holds FINRA registrations 6, 7, 22, 24 and 65. Alan has also been a member of the Million Dollar Round Table1.
Alan is a past Director and Officer on the Board of the Philadelphia Chapter of the National Association of Accountants. He is also a past member of the Chester County Chamber of Business and Industry Council, National Association of Life Underwriters, and the Society of Financial Service Professionals. In the past, he has been a speaker on radio, television and client events. Alan was also the Assistant Scoutmaster for BSA Troop 55 located in West Chester, PA. Alan is currently active in his local church community.
Alan and his family live in Chester County, Pennsylvania.
1The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Alan Glassey applied for membership and a fee of $550 was paid to be a member. There were no fees to promote the membership.