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Thomas G
Series 63, Series 65
Scottsdale, AZ
Xcelsior Advisor Partners LLC
Thomas Glynn is a financial advisor at Xcelsior Advisor Partners LLC with 43 years of industry experience. He holds Series 63 and Series 65 designations and was previously with Robert W. Baird & Co. for 11 years. Glynn is involved as a partner and wealth advisor at Eagle Rock Wealth Management, focusing on financial planning and wealth management. Xcelsior Advisor Partners LLC is an SEC-registered advisory firm with a team of approximately 18 advisors managing around $650.7 million for individual and high-net-worth clients, trusts, estates, retirement plans, foundations, and corporate entities. The firm employs a combination of fundamental analysis and modern portfolio theory, offering discretionary portfolio management, financial planning, and access to third-party money managers and alternative investments.
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