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Anne Glaser, CFP®
Anne joined Creative Financial Group in 2001 after 15 years of professional experience in human resources, executive compensation and benefits (qualified and non-qualified plans) with AT&T and Coopers & Lybrand.
As a member of the AT&T and Emory Planning teams for CFG, she specializes in working with executives of large corporations and professionals and other high-net-worth individuals to provide retirement planning, investment management, insurance and estate and tax planning expertise.
Anne received her BA in Psychology from Lake Forest College, her MBA with emphasis in Finance from Rutgers University and certification in Employee Benefits from the American Compensation Association.
For the past five years, Anne has volunteered through AARP as a tax preparer for seniors and low- income families. She is the treasurer of Mike’s Angels, Inc., a not-for-profit organization she co-founded dedicated to working with orphanages in Guatemala. Anne lives in Atlanta .
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Creative Financial Group (“CFG”) is a division of Synovus Securities, Inc (“SSI”), member FINRA/SIPC. Prior to January 1, 2011, CFG was a separate registered investment adviser affiliate of SSI. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank. You can obtain more information about Synovus Securities, Inc. and its Registered Representatives by accessing BrokerCheck