Mr. Martin is responsible for the management of the client advisory team and oversees the implementation of the financial planning process to ensure a standard, comprehensive client experience. Glen also advises clients from our Providence, RI office. Glen uses a holistic wealth management process by incorporating core elements of financial planning: financial positioning, asset protection, investment management, cash flow, tax management, retirement planning, and estate and legacy planning. He also coordinates with his clients’ family members, outside advisors and with other members of their professional team. Mr. Martin has been CERTIFIED FINANCIAL PLANNER™ professional since 2000 and has more than 30 years of experience in the profession.
Prior to joining the firm, Mr. Martin spent the majority of his career at Bank of America and its predecessor organizations. He held the most recent position as Market Executive of U.S. Trust in the Rhode Island and Massachusetts markets, where he led advisors focused on developing high net worth clients. Glen transitioned through many investment-related positions including finance, product development, marketing, and relationship management.
Mr. Martin serves as a board member for Family Service of Rhode Island and serves as a finance committee member with Care Link, Inc. He is an active alum of Bryant University and serves on Bryant’s National Alumni Committee. Glen enjoys running, golfing, and spending time with his family and friends.
Joined F.L.Putnam in 2016