Banking and lending
Experience with the financial realities behind borrowing, cash flow, obligations, and growth decisions.
Meet Elliot Glass
Business, insurance, and financial guidance informed by 25+ years across banking, finance, and consulting.
Experience solving financial challenges with a patient, personal style.
Elliot brings more than 25 years of experience across banking, lending, accounting, collections, consulting, and insurance to the financial challenges individuals and small businesses face. His work helps clients understand the decision in front of them, weigh practical options, and move forward with clarity.
MBA, Management & FinanceMaster’s in Forensic Accounting25+ years of financial and business experience2-15 Insurance License Since 2012FL License W100708NPN 8081250
A career built around complex financial decisions.
Elliot’s perspective comes from work across the places where financial challenges become real for people and businesses.
Accounting and collections
A practical understanding of financial records, accountability, and the pressure that unresolved obligations can create.
Consulting and insurance
Guidance that connects business planning, financial priorities, protection, and the decisions clients need to make next.
What sets Elliot apart
Independent, not tied to one carrier
The conversation can stay focused on the options that fit your needs, not one company’s product shelf.
25+ years across business and finance
Elliot brings perspective from banking, finance, business consulting, and insurance to the decisions clients face.
One advisor for business and personal planning
Business goals, family responsibilities, protection, and retirement often connect. Elliot helps clients see the whole picture.
Licensed in multiple states
Clients can get support in South Florida and beyond, with a Coral Springs office and nationwide client service.
Built for long-term relationships
Guidance continues as priorities change, from annual reviews and plan questions to the next major business or family decision.