MEET THE TEAM
With over 28 years of experience in the Financial Services Industry, Gleason Capital Advisors was formed to provide a growing roster of clients with wealth management, legacy planning, portfolio management and risk management services. We have helped clients from all walks of life discover what true wealth means in their lives and worked together to create a path forward to help them get there.
Our purpose is to deliver exceptional financial guidance and personalized service to help build and preserve your wealth. No matter what your financial goals may include from retirement and estate planning to having the correct insurance protection in place, Gleason Capital Advisors’ focus is on your financial success.
A comprehensive financial plan can enhance the quality of your life and increase your satisfaction by reducing uncertainty about your future and the resources you will need. As your trusted financial advocate, Gleason Capital Advisors is positioned to cater to your distinct financial needs.
Todd Gleason
Managing Director
Office: 303-482-2385
Cell: (303) 669-2286
Fax: (303) 393-4185
todd.gleason@lpl.com
As Founder and Managing Director Todd Gleason has over 28 years of experience in the Financial Service Industry. In 1998, Todd formed Gleason Capital Advisors to help address the needs of his growing client family. He is a well-respected for the comprehensive advice and for the close relationships he shares with his clients.
Todd is a Denver native who enjoys playing tennis, golf, and spending time with his family and wife of 26 years. His professional credentials include; the Series 24, Series 7 and Series 63 which are held through LPL Financial.
Arleen Gleason
Client Services Manager
Office: 303-482-2385
Cell: (720) 934-6681
Fax: (303) 393-4185
arleen.gleason@lpl.com
Arleen joins Gleason Capital Advisors as our Client Services Manager with 30 years of experience in finance. Prior to joining Gleason Capital Advisors, Arleen was the Controller for the Fitzsimons Innovation Community in Aurora, CO for 17 years.
Arleen’s life experiences have uniquely prepared her for a career in the financial services industry. As Client Services Manager, Arleen is responsible for managing a multitude of detailed operations and processes all focused on making sure that systems run smoothly so our clients receive exceptional support and service every day.
Arleen and Todd, her husband of 26 years, enjoy traveling, spending time with their family and cheering for the Broncos, Avalanche and the Colorado Rockies. Arleen also enjoys spending most of her free time in her art studio.
What We Do
Our purpose is to deliver exceptional financial guidance and personalized service to help you work towards building and preserving your wealth.
Our Approach
We create strategies for passing on a lasting heritage to loved ones or meaningful charities and empower you to pursue your life’s aspirations.
Our Mission
Our firm is objectively positioned to cater to your distinct financial needs. As your trusted financial advocate, we provide professional investment guidance and financial planning to help you manage your wealth over your lifetime and beyond.
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