Rebecca T Glasgow

Senior Vice President-Wealth Managment, Private Wealth Advisor

Atlanta, Georgia

Professional Profile

Call Me When

Call Me When... My team has advised hundreds of business owners during the transition of their privately held companies. We are uniquely qualified to assist on all aspects of clients’ financial lives.

Contact Method

Profession

  • Wealth Planner
  • Professional Certifications

    CFP, CEPA

    Functional Expertise

  • Cash flow enhancements
  • Cash management
  • Corporate finance
  • ESOPs
  • Estate planning
  • Family business
  • Investments
  • Strategic planning
  • Exit/Transition Planning
  • Business Focus

    Employee Stock Ownership Plans

    Transition Planning Certification

    Client Industries

  • Agriculture/Mining
  • Business Services
  • Consumer Services
  • Financial Services
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Client Results

    Membership

    Atlanta Individual

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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