Success Stories

Jon Baker-President: Jon Baker Financial Group -Atlanta, GA

Jon Baker is Woodbury Financial Services’ 2013 Crystal Eagle as well as Woodbury’'s Number One Individual Advisor with a Million Dollar plus practice in Atlanta, Georgia.* Jon has been affiliated with U. S. Planning Group, Inc. since 1996. About his affiliation with U. S. Planning Group, Inc., Jon says, “I have to give credit to Glenn Williams and U. S. Planning for contributing to our success. I have grown from a solo practitioner to a multi advisor six person team. While building my practice Glenn has provided wise counsel and been generous with his time and resources. Sometimes it may be difficult to see the value that comes from affiliating with an OSJ, but in my case I have found that my association has been of great value. I would urge any advisor, large or small, who is looking to grow his or her practice or who simply wants to work with a quality organization and some great advisors, to explore an opportunity with U. S. Planning Group..

Paul Ragone-President: Ragone Wealth Management - Knoxville, TN

On Glenn’s leadership

“As an advisor focused on building my business, having Glenn’s guidance has proven to be invaluable. In addition to sharing best practices with us, Glenn keeps us informed about developments within Woodbury Financial, which allows me to continue to build my business and service my clients. As a result, last year I had my best year ever. The recognition that Glenn has received from the broker-dealer is further evidence that we are fortunate to have his vision and leadership guide us through whatever challenges may lay ahead, in an industry which seems to be in perpetual change.

On technology

I have the privilege of serving on the Woodbury Financial President’s Advisory Council Technology Sub-Committee, which allows me to see technology solutions heading our way from Advisor Group. The new functionality will simplify the way we do business, while making for a better overall client experience. We have much to look forward to. On top of that, Woodbury Financial has been proactive in developing strategies that enable us to leverage social media as a way of communicating with prospects and clients. As advisors, we need to recognize that this is how people now communicate. It’s reassuring to know that the broker-dealer has the tools in place to help us build our business, brand, and presence through a social media platform ”

*This award is based upon sales generated by advisors and is not based upon performance or returns experienced by any client or opinions of the advisor’s clients or former clients. Rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

GC Lewis, Managing Partner - Mike Monroe, Senior Partner
Lewis & Monroe Wealth Management - Kennesaw, GA

I became a part of the U. S. Planning Group team of financial advisors in 1998. My practice grew steadily and building recurring revenues made it a very valuable entity. 15 years later Glenn and I strategized on my long-term succession plan, bringing on a new partner. I was very fortunate to identify G. C. Lewis as a professional who could eventually take over my practice.

We all embraced the transition concept and put together a detailed timeline. Glenn, Brenda, GC and I drew up the business and budget plans, identifying new office space and staffing needs. US Planning helped me personally every step of the way. G.C and I transitioned from an individual practice to a partnership without the loss of a single client and our revenues have increased over 20%.

Every advisor wants to have a smooth business transition one day and be compensated for the hard work of building a successful practice. The team at U.S. Planning is a living testament to our vibrant and successful transition.

Michelle R. Quay- President: Quay Financial Group - Woodstock, GA

Michelle Quay is a successful advisor with over 17 years of experience. Starting on a bank platform she eventually found that too restrictive as she wanted to offer objective planning and nonproprietary products. She transition to an independent platform with one of the largest independent broker dealers. She was able to fulfill her desire to be aligned with her clients’ needs and interests, but over the years she came to feel like just another number amidst the thousands of advisors. She now works with the backing, technical and other support of another of the largest independent broker dealer networks but with the small firm comfort of U. S. Planning Group, Inc.

Michelle says, “Upon first meeting Glenn and Brenda and the other advisors and staff in U. S. Planning I immediately felt at home. My assistants, Becky and Evan, and I appreciate not only the competence and help from our BD and U. S. Planning but more importantly the opportunity to work with friends who are interested in us as people, our clients and our success.”