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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Glenn Mosier

Senior Vice President–Wealth Management

A Senior Vice President - Investments, Glenn began his career with UBS PaineWebber Inc. in 1983. Throughout his financial career, Glenn has developed and designed significant investment strategies for corporate executives around the world. His focus is on stock option strategies and long-term wealth accumulation planning. Glenn has an M.B.A. in Finance from Ohio University and a B.A. in Economics from Denison University.
 

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1200 Prospect Street
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La Jolla, CA 92037
  • (858) 551-9405

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