Because the Small Details
Make a Big Difference
Hello and welcome to Glassner Carlton Financial, a financial planning firm in Morristown, New Jersey.
We are fortunate to know many of the good people that make our community special.
We feel privileged to serve you!
Inna D. Braudo, AIF®
WEALTH ADVISOR
973-539-0402
ibraudo@glassnercarlton.com
I have been in the financial industry for over 10 years. As a Wealth Advisor, my primary goal is to align your financial plan and investment strategy with your personal goals and objectives. We will be working together on periodic portfolio strategy reviews, financial planning, risk tolerance questionnaires, and any questions you may have along the way.
I have an MBA in Finance and a BA in Economics from Rutgers University and hold the Accredited Investment Fiduciary® designation.
I made a shift from trading to wealth management because I enjoy building relationships and working one on one with clients to help them achieve their financial goals. The financial planning industry appeals to me because organization and planning are two of my greatest strengths.
Her human side…
My parents have had the greatest influence over my career path. They came to this country with very little and worked hard to achieve the American dream. They taught me the importance of working hard and planning for the future.
When I’m not working, I love spending time with my family watching the kids’ sporting events, playing board games, and enjoying the outdoors. Life with my husband, three kids, three cats, and two dogs is never boring.
I'm a...
You are looking for a financial planning partner to be there for you and your kin through the many twists and turns that life can take.
You’ve worked hard to achieve your success and won’t settle for anything less than a partner who will do their utmost to help you make the most of it.
You need a financial planning partner who will help you rest assured you’ll be protected from any unwelcome surprises in your Golden Years – and who will fight hard when the inevitable ones do arise.
You seek a partner who will honor and respect the bond of trust you have with your clients.
Our Values
Our financial planning firm in Morristown was founded by Bill Glassner in 1985. It remains a family-owned business until this day, focused on financial planning for Morristown, New Jersey and its surrounding communities.
Our team is committed to the values of hard work, honesty, and perseverance and with these principles in mind we aim to make an impact on families, businesses, and individuals in the community around us that we are so fortunate to be a part of.
Us
Judd T. Carlton, CFP®, AIF®
PRESIDENT
Judd T. Carlton, CFP®, AIF®
PRESIDENT
973-539-6531
jcarlton@glassnercarlton.com
In my role as the President of our firm, I lead our team in its mission of serving clients while upholding our values of hard work, honesty, and perseverance. I also act as a financial advisor for my clients, helping affluent individuals and families, psychiatrists, therapists, and other New York and New Jersey business owners create predictable cash flow and save for retirement.
I graduated Magna Cum Laude from New York University with a BA in Economics and have an MS in Accounting from Fairleigh Dickinson University. I also hold the CFP® and AIF® designations.
His human side…
I was interested in markets and economics from an early age. I even studied economics and game theory at summer camps in middle school (nerd).
I am also a husband, father of three girls, and dog dad. I post, blog, and make YouTube videos on financial subjects that may be of interest to business owners, psychologists, psychiatrists, and mental health group practice owners.
Edward Durkin
WEALTH ADVISOR
Edward Durkin
WEALTH ADVISOR
973-539-6817
edurkin@glassnercarlton.com
As a wealth advisor at Glassner Carlton, my job is to help our clients meet their life goals by providing financial planning and investment solutions in a way that is customized to their specific situation. I uphold the firm’s values of hard work, honesty, and perseverance in all my interactions.
Prior to joining the firm, I worked in a similar role at Fidelity Investments and TD Ameritrade.
I have a BS in Business Administration and an MBA from Caldwell University.
His human side…
My grandfather was my biggest inspiration in my career. He was a prominent attorney who helped many people in their times of need. He always told me to treat people the way I wanted to be treated.
Outside of work I enjoy playing golf.
Inna D. Braudo, AIF®
WEALTH ADVISOR
Shaun Leonard, CFP®, AIF®
WEALTH ADVISOR
Shaun Leonard, CFP®, AIF®
WEALTH ADVISOR
973-532-2395
sleonard@glassnercarlton.com
Benjamin Franklin once said, “By failing to plan, you are planning to fail.” and when it comes to managing personal finances this could not be more true. My goal as a wealth advisor is to help my clients achieve their life goals while navigating any unexpected turns along the way.
I received a B.S. in Finance from the Feliciano School of Business at Montclair State University. After graduating, I obtained the CERTIFIED FINANCIAL PLANNER® certification and the AIF® professional designation.
His human side…
Growing up in a household of humble means, the value of managing personal finances became clear at a young age. As a result, I thoroughly enjoy helping others achieve their financial goals in light of the obstacles we all face.
Judd Carlton has had great influence on my career and has taught me the importance of looking at the big picture. It is easy to focus on the latest headlines each day, but a well put together financial plan should not be overly sensitive to day-to-day changes in the financial markets.
I love working in Morristown for many reasons, from the food, to the scenery, to the history… it really does have it all!
Rebecca Hunt, FPQP
CLIENT RELATIONS MANAGER
Donna Condon
CLIENT RELATIONS MANAGER
Donna Condon
CLIENT RELATIONS MANAGER
973-520-6061
dcondon@glassnercarlton.com
As a member of the client service team at Glassner Carlton, I support the firm’s mission of serving clients while upholding our values of hard work, honesty, and perseverance. My role entails providing operational support for the firm’s day-to-day client service activities such as opening new client accounts and preparing paperwork for clients and preparing financial statements for the financial advisor to use in meetings with clients.
I graduated from St. Peter’s College with a Bachelor of Science in Economics.
Her human side…
My father was my greatest inspiration in my career. He worked for PSE&G his entire career and he worked his way up to Chief Lineman. He took on an extra job on the weekends to put me through a private Catholic High School and Jesuit College.
Outside of work, I enjoy spending time with my dog, reading, and working on my vintage dollhouse. My favorite thing to do is to visit Hawaii – I go once a year.
Working Together
Rebecca Hunt, FPQP
CLIENT RELATIONS MANAGER
973-532-2396
rhunt@glassnercarlton.com
In my current role I am responsible for processing much of the information and the service requests that flow between Glassner and our clients, from account openings to maintaining records and updates.
I very much enjoy getting to hear clients' stories. In a financial setting, surrounded by numbers, it is imperative for me to get to know our clients as people: their successes, where they come from, what they value, and what they dream about! Wealth management facilitates an ability for clients to curate a present and future life well-lived.
I have a BA in English and Creative Writing from Monmouth University and hold the FINRA Series 6 license. Before coming to Glassner Carlton, I held various associate level roles in finance and insurance.
Her human side…
My inspiration in my career is my grandmother; she was a strong woman whose life and career were exemplary of both self-determination and compassion. I aim to carry over these ideals into the work that I do for clients.
I love to hike, read, and write, road trip with my dog, and explore new restaurants and coffee shops!
Working together is different from one client to the next and is highly customized to your specific needs.
You are: Looking for a roadmap to guide you through the inflection points that life will take.
We provide: Financial planning, tax planning, overall guidance on the creation and maintenance of your investment strategy, estate plan, cash flow planning.
You need: A roadmap to guide you towards your goals, and a portfolio designed to grow over time to help you reach them.
We provide: Financial planning, tax planning, cash flow planning, and a custom-designed portfolio designed using a rigorous analytical approach. We will form an asset allocation that fits your risk profile. We will then put your investment plan into action by purchasing securities and monitoring the portfolio as the market changes.
We offer remote and online meetings, and when appropriate will also meet in person.
S T E P 1
Initial Phone or Zoom Consultation
We listen as you explain your goals, your approach to the markets and unique position, the vision for your financial life.
S T E P 2
Pre-Analysis Meeting
We ask consultative questions that delve further into the details of your financial, tax and estate situation.
S T E P 3
Review/Analysis
We review everything you have shown us and create a strategy to meet your goals.
S T E P 4
Strategy Meeting
We present our recommendations and listen to your thoughts. The primary question we seek to answer is whether or not what we have designed fits the vision that you have set.
S T E P 5
Implementation
After you make the decision to work with us, we walk you through the mechanics of becoming a client and prepare any necessary paperwork. Regular, open communication keeps you informed of our thinking and makes sure that we are in total awareness of your life changes. Fill out questionnaire to get started.
Stories
Time and time again, we hear from our clients that it is the high attention paid to even the smallest of decisions that has made the difference for them.
Here are some examples of ways that we have helped our clients as their financial planner.
A financial planning client came to us with an investment that sounded too good to be true. It was recommended by a trusted service provider of theirs. Through our careful inspection we sensed something wasn’t right. It turned out to be a fraud.
We were troubled by seeing a client’s lawyer trying to line himself up to receive the family’s inheritance. Over a period of years we urged our client to meet a new attorney. We even insisted on being in the meeting with the client and attorney in person to be sure it was being executed correctly. The new attorney was originally defensive, but eventually thanked me for protecting the client.
A client was facing a large estate tax bill of about $1 million. We helped them create and implement a strategy that reduced the tax by sizable proportions. It took over a year of planning and attending meetings with multiple generations of the family and the legal team.
A client forgot to take their required minimum distribution at an outside institution. By reminding them that they need to take their distribution we saved them the 50% penalty they would have been charged.
We received an email requesting a federal funds wire request from a client’s account for $25,000 to be sent to a bank account that we did not recognize. We called the client to confirm his request and found that he did not send the email. As a result, we contacted our tech support team and they were able to determine that the client’s email was hacked.
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Getting Started is Easy
Our Office
163 Madison Avenue
Suite 402
Morristown, NJ 07960
Phone: (973) 539-1945
Fax: (973) 538-9297
