Glenn LotenbergFINANCIAL ADVISOR

Glenn combines a rare combination of intense work ethic, from-the-ground-up career experience and deep technical knowledge to help his clients turn their hard work into financial confidence to pursue lasting wealth. His practice focuses particularly on assisting affluent individuals and families, including athletes, entertainers, business owners, corporate executives, celebrities and retirees.

From a young age Glenn, a native New Yorker, knew his future was in finance. He started early, working from age 13 doing what he could to make his mark, from making morning donuts to selling silver, watches and diamonds through his teenage years. Then, as a college student at the same company, he was assisting the vice president of finance. His ethos is that to pursue success today, first look to yourself.

He found his path to Wall Street through equity derivatives, and later the structured investments space where he worked closely with financial advisors as they used investment products to prudently protect their clients’ financial futures.

He has taken his career through several influential companies in the world over the last 25 years, and has been recognized as a knowledgeable source for insight by various investor publications. He has also served as a board member of the Structured Products Association and as a member of the South Florida Bond Traders Association and Bank Insurance & Securities Association.

Prior to affiliating his practice with Raymond James in 2020, Glenn had been a senior relationship manager with Wells Fargo Financial Network, the managing director of business development for fixed income and structured investment products with Advisors Asset Management. Prior to that, he worked 10 years with Incapital – a firm founded by Chicago Cubs owner Tom Ricketts – where he was a managing director in charge of structured products trading and distribution. Earlier in his career Glenn also worked with CIBC, JPMorgan Chase and Bear Stearns.

Glenn and his wife, Jodi, and his daughter, Isabella, now live in Fort Lauderdale where he is feeling the joy of guiding his daughter to pursue her dreams. He strongly believes in giving back to the community and supports a number of worthy organizations, including the Chiera Family Foundation, which supports children and young adults battling cancer. To give support to his daughter, Glenn has been president of the Fathers Club of Pine Crest School and chief of the Dakota Tribe (Indian Princess Program.)
Glenn studied at Arizona State University and earned his Bachelor of Business Administration degree from Hofstra University.

In his free time you may find him playing golf or tennis – he serves on Lauderdale Yacht Club’s tennis committee – basketball, softball; jet skiing; or managing his Fantasy Football team.