Glen R Bayless - My Focus

Glen R Bayless AWM
Senior Vice President - Financial Consultant - Senior Portfolio Manager
Member: Sports Professional Group

My Wealth Management Process

My Wealth Management approach integrates your objectives into a personalized plan that can be updated as life changes occur. I combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. My process includes:

Understanding Your Financial Objectives - I begin by listening to understand you and your financial goals and objectives
Gathering Your Current Financial Information - Together, we gather specific information on your financial picture.
Developing Smart, Time-Tested Strategies - Next, my team and I analyze your financial and personal information to match your objectives with sound strategies.
Implementing Thoughtful and Creative Solutions - We develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Providing Timely, Ongoing, Personal Service - We regularly review your situation to help ensure your financial objectives are being met.

Keys to Achieving Success

I believe that there are two keys to successful investing:

Every investor needs a well-defined plan with specific, achievable goals.
The investor then needs the discipline to stay with that plan, regardless of short-term conditions.

Focus

Neither my team nor I try to be “all things to all people.” We have very specific, key focuses in our practice. They include:

Professional Athletes: Working closely with your agent - as well as your other advisors - to help ensure your financial wellbeing for the long term.
Income Generation and Protection Strategies (developing an income from your “nest-egg”)
Employee Benefit / Retirement Plans
Trust and Estate Planning Advice (working alongside your legal and tax advisors)*
401(k), 403(b) and IRA Rollovers
Comprehensive Wealth Management

* Trust Services

Professional Trustee services are offered to RBC Wealth Management (RBC Wealth Management) clients by RBC Trust Company (Delaware) Limited (RBC Trust) and Comerica Bank & Trust, N.A., who serve as trustee. RBC Wealth Management and RBC Trust are subsidiaries of Royal Bank of Canada (RBC) which operates under the brand name of RBC Financial Group. RBC Wealth Management and RBC Trust operate as separate affiliated entities and are wholly owned subsidiaries of Royal Bank of Canada. RBC Wealth Management will receive compensation in connection with offering these services. Neither RBC Wealth Management nor its Financial Consultants are able to serve as trustee. RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.