Glenda Summers, CFP®

Retired Sr. Advisor Associate

Glenda has been a financial consultant since 1987, and just recently retired from Lucien, Stirling & Gray after having been with the firm since its founding in 1992. She remains a client, and we wish her all the best in her retirement. We are grateful for her years of dedication to her clients and co-workers.

She earned her CFP® (Certified Financial Planner) designation from the Board of Certified Financial Planners in 2000. She holds a Bachelor of Science from Texas A & I University in Kingsville and a Master of Education from Pan American University in Edinburg, Texas. In addition to her CFP®, she earned her FINRA series 6 and 63 in 1987, and she is a member of the Financial Planning Association (FPA). In December 2004, Glenda appeared in Real Simple magazine’s “A Less Harried Holiday”, where she gave advice on Christmas spending and planning for future holiday seasons.

Prior to her career in the financial profession, Glenda was employed as a school counselor, a teacher and as a banker. Her life experiences have helped her develop a balanced approach to helping her clients make important financial decisions. “My counseling background helps me pinpoint emotional issues people have with money and it helps me facilitate meaningful discussions,” says Glenda. “My experience as a teacher helps me remember that individuals learn and retain information differently, and my banking background helps me understand people’s concerns with the safety of their money.”

Glenda has been involved in the Austin community since she arrived in 1978. She belonged to the Austin Chamber of Commerce, served as a member of the President’s Council and Director of Diplomats, and was a member of the Women’s Chamber of Commerce. She is a member of the Austin Founder Lions Club and the American Association of University Women (AAUW). Glenda has been a member of the Westlake United Methodist Church since she moved to Austin. She has a son, daughter-in-law and grandson who live in Pflugerville and a stepson, grandson, and granddaughter who live in Fort Worth.