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In her role as Director of Client Service, Glenna oversees all aspects of customer service related to plans, accounts and policies that we administer on behalf of our clients. With more than 20 years of customer service experience, including over 10 years at Trove Private Wealth™, Glenna manages details and communications with our clients and others with the highest degree of care and professionalism. She is also responsible for new account paperwork, account funding and transfers, compliance, as well as underwriting detail management including tracking and accelerating life insurance cases.
Glenna graduated magna cum laude, with a Bachelor of Arts degree in Management from Hartwick College in New York.
72 Taunton Street
Plainville, MA 02762
P: 781.489.9800
info@trovepw.com
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Trove Private Wealth™ is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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