Glenn W. Koehl, CFP®
Senior Wealth Advisor
As Senior Wealth Advisor, Glenn brings more than 25 years of experience in investment management and retirement planning to the firm. Prior to joining SlateStone, he was an investment advisor and consultant with Surety Wealth Management where he was responsible for managing portfolios for high net worth individuals and professionals. Early in his career, he served as a retirement counselor with Fidelity Investments where he assisted clients with portfolio design, wealth management, retirement planning, and income analysis. While at Fidelity, Glenn also led a team of consultants working on investment strategy and design, customer service, and retirement plan design for several large universities.
Glenn has a bachelor’s degree in accounting from The University of Texas at Arlington and is a CERTIFIED FINANCIAL PLANNER ™ certificant. In addition, he holds designations as a Chartered Mutual Fund Counselor, Accredited Asset Management Specialist, and Chartered Retirement Planning Consultant.
Glenn enjoys spending time with his three children, serving as the team manager for their youth soccer and basketball teams. He is a PTSA member at their high school and middle school, and a booster club member for the high school band, choir and soccer team. He also currently serves as the treasurer for his neighborhood association.