Glenn McKinney is an independent financial professional affiliated with Cambridge Investment Research, Inc., one of the nation's top independent broker-dealers. As an Advisory Representative with more than 23 years' experience, he provides financial planning, investment management & insurance solutions to individuals, families, trusts, businesses & non-profit organizations. He has offered fiduciary solutions to his clients since 1997.
Mr. McKinney is recognized for his knowledge & expertise in the areas of investment management, retirement / IRA distribution / income planning, and has appeared in numerous publications including The Wall Street Journal and AARP Bulletin Today.
His longtime interest in the field of Behavioral Finance has led him to pursue advanced studies in this area.
Glenn is a native of Southern California and a graduate of Loyola Marymount University’s School of Business. He lives in the Tampa Bay area, and divides his time between offices in Long Beach, CA and Safety Harbor, FL. Music, especially blues, is of particular interest to Glenn and he is an active supporter of this traditional American art form. Food, wine & travel are but a few of his other passions in life.
“I enjoy helping people realize their financial goals & dreams, but there’s also a special satisfaction in being a “connector”. Introducing clients to other professionals, organizations & resources can make a meaningful difference in their lives. In that way, I approach helping clients in a more holistic manner.”