Damien Glennon (Wealth Planning Director - Business Planning/Succession, Premium Finance, Wealth Transfer & Estate Planning)

Biography

Damien Glennon has been a member of the Advanced Planning Group at The Smith Companies and Capitas Financial since 2002. He collaborates with financial advisors, CPAs, and attorneys to help clients achieve their wealth transfer, business planning, and charitable giving goals.

Damien specializes in wealth transfer strategies, commercial and private financing solutions, and advanced product design with an emphasis on tax efficiency. In his role, he leads advisor and client meetings, providing day-to-day support on complex planning matters.

Together with Paul Stevenson and Rick Schrage, Damien developed advanced planning tools that are now used across Capitas’ national network.

He holds both an M.S. in Finance and an M.S. in Financial Planning from the McCallum Graduate School of Business, as well as a B.A. in Finance from Bentley College.

Advanced Planning Group

The Advanced Planning Group is a dedicated team of specialists who provide guidance and support on complex financial, estate, business, and tax planning strategies. Working in collaboration with advisors, we deliver in-depth analysis and tailored solutions designed to meet the unique needs of high-net-worth individuals, families, and business owners. By leveraging technical expertise and creative problem-solving, the group helps position advisors as trusted resources, offering value-added insights that strengthen client relationships and open new planning opportunities.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.