Glen Morris Financial

I’m Glen Morris, Portfolio Manager with Summit Brokerage Services, Inc. in Boca Raton, FL. Investors today face unique challenges as they navigate the financial waters. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is college savings, saving for retirement, or wealth management, our personalized service focuses your needs, wants, financial goals and dreams.

For business owners, we offer assistance with retirement plans, such as 401(k), defined benefit, SEP IRA, etc. Our services include plan design, product solutions, administration, and technical support to help answer employee questions. Keep in mind a successful retirement plan helps achieve the goals of the business.