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Glenn M

Series 63, Series 65

Corpus Christi, TX

GWN Securities Inc.

Glenn Mayo is a financial advisor with GWN Securities Inc. in Corpus Christi, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior work includes sixteen years at Institutional Securities Corp, and he has been involved with South Texas Benefits, LLC for nearly three decades. Mayo serves as president of the Corpus Christi Estate Planning Council and is a board member of the Robin & Lou Carter Family Foundation. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning offerings. The firm uses a combination of affiliated and unaffiliated sub-advisers and applies strategies including asset allocation and Modern Portfolio Theory, with a noted emphasis on market-timing and momentum-based approaches in legacy programs.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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