Claudia Glover joined BFG Financial Advisors in October 2021. She is also the Chair of the Investments Committee.
Drawn to BFG by a shared passion for spreading financial literacy, Claudia strives to educate her clients and empower them to make sound financial decisions throughout their lives. She brings a wealth of experience in the financial planning industry, having spent 17 years at Wells Fargo Advisors and its predecessors. Starting as a Client Associate, she worked her way up the ranks, holding various positions including Portfolio Manager and Financial Consultant.
Claudia brings to BFG institutional investment and management knowledge. In her previous roles, she managed a $1.1 billion separately managed account (SMA) and participated in corporate and institutional investment committees.
A graduate of James Madison University, Claudia holds a B.B.A. degree in finance and earned her M.S. degree in financial planning from the University of Georgia in 2021. She holds FINRA Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law Exam) licenses and has earned both her Certified Investment Management Analyst® and CERTIFIED FINANCIAL PLANNER® designations.
Outside of the office, Claudia spends her days with her husband and two daughters, to whom she hopes to pass down her enthusiasm for financial literacy, philanthropy, and community involvement.
Learn more about Claudia's story in her Diary of a Financial Advisor episode:

