Glenn Shane

Glenn Shane, CFP®

MANAGING DIRECTOR

Glenn Shane was raised in Florida, and a graduate of the University of South Florida. Glenn earned his Certified Financial Planner (CFP) designation in 1986 and was one of only 22 candidates nationwide to be selected by Prudential Securities for an innovative financial planning program. Glenn was an Analyst with Dun & Bradstreet, where he was named top Analyst seven times in two years.

Glenn formed his own independent company, Shane & Associates, a Registered Investment Advisers in 1988 before joining United Capital. He has served on the management advisory council at AIG Financial Advisors and has been a regular guest on talk shows in the Tampa Bay area. Glenn has obtained licenses as a Certified Financial Planner; Registered Investment Adviser Representative. General Securities Principal; and Life, Health and Disability Agent as well as or Fixed and Variable Annuities.

Glenn has lived in the Tampa Bay area for over 30 years, currently residing in Palm Harbor with his wife, Lara, and son, Cooper.

Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.