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Recognition

Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.

Glenn C Feigin

Barron's "Top 1,200 Financial Advisors: State-By-State" 2023
Published on March 10, 2023. Rankings based on data as of September 30, 2022.

Forbes "Best-in-State Wealth Advisors" 2023
Published on April 4, 2023. Rankings based on data as of June 30, 2022.

Profile

Glenn Feigin is a Managing Director and Senior Financial Advisor and heads the Feigin Team at Merrill Lynch Wealth Management in Miami, Florida. He has been at Merrill for over 35 years and has garnered national recognition as a leading Financial Advisor.  He was named on Forbes "Best-in-State Wealth Advisors" list from 2019 to 2023 (*Published annually Jan – April. Rankings based on data as of June 30 of prior year.) Barron’s has recognized Glenn as one of "Top 1,200 Financial Advisors State-by-State" for 2023 (*Published on March 10, 2023. Rankings based on data as of September 30, 2022.).

Glenn takes a highly personalized approach to his clients; he spends significant time discussing and defining the varied aspects of a client’s financial life, from day-to-day concerns to long-term goals. He offers access to the investment resources of Merrill and the banking convenience of Bank of America to help clients address these needs.  He and his team are committed to adding value through strong client-advisor relationships, in-depth customized strategies and exceptional service.

While at Merrill Glenn has held many managerial roles in addition to his responsibility as a Senior Financial Advisor. Glenn was the Sales Manager and was responsible for training new financial advisors for the Rockefeller Center Complex in NYC from 1991-1992. Resident Director of the Rockefeller Center complex, NYC from 1994-2002. Assistant Director of White Plains, NY Complex from 2003-2009 and Senior Resident Director of the Greenwich, CT office from 2009-2021.

Glenn grew up in New Rochelle, NY and attended Boston University with an undergraduate focus in Communications and Economics. He also holds the Chartered Retirement Planning Counselor, CRPC designation. When he is not at work, Glenn enjoys golfing, boating, spending time with his family, friends and participating in philanthropic activities.



*Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client’s experience and available for investor help in evaluating the right financial advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
**2023 Barron’s “Top 1,200 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any one client’s experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

    Professional Staff

    Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

    Additional Resources

    The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.

    Jason Albano

    Wealth Strategies Advisor

    Bank of America, N.A.

    Jason E Haft

    Senior Wealth Management Lending Officer

    Bank of America, N.A.

    NMLS #1003107

    Terri Giles

    Wealth Management Banking Specialist

    Merrill

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Our Team

    Headquartered in Miami Florida, The Feigin Group has distinguished itself by providing customized advice and guidance to business owners and affluent families. We embrace and utilize the full resources available at Merrill and Bank of America. In this way, the team can deliver a breadth of proprietary and non-proprietary products and services. In turn, you will have access to a wide range of Merrill specialists whose experience can be drawn upon to blend customized strategies that pursue your unique financial objectives. We are committed to the highest quality of service to clients. Our strong work ethic coupled with our seamless teamwork and diverse experiences result in an extraordinary first class wealth management team.

    Our leader, Glenn C. Feigin, has garnered a number of national accolades:

    • Forbes: Forbes ” Best-in-State Wealth Advisors ” list in 2019, 2020, and 2021 
    Published annually Jan – April. Rankings based on data as of June 30 of prior year.


    • Barron’s: “Top 1,200 Financial Advisors: State-by-State” list in 2022 and 2023
    Published annually in Feb-March. Rankings based on data as of September 30 of prior year.  



     

    Philosophy

    You live in a world that’s constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That’s why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, I can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

    Approach

    My approach to investing is grounded in an understanding of you. It all begins with a conversation. I take the time to get to know you — your children's names, how hard you worked to get where you are and how you define success. I'll work together with you to help understand your personal investment style, prioritize your goals and build an individualized plan that reflects your needs. As an investor you can benefit from the investment insights of Merrill, along with access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America. There’s only one financial approach that really matters — yours.

    Your approach to investing

    Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.

    Understanding your goals and priorities

    Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.

    Capabilities

    Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

    Focus On Individuals, Families and Small Businesses

    I believe that financial success can be achieved when you’re able to make investment-related decisions and trade-offs that can help you reach personally meaningful goals. Whether you’re planning your retirement, saving to buy a home or funding a child’s education, the process begins by getting to know you and how you feel about the following:

    • Health: Managing healthcare expenses, now and in the future
    • Home: Upsizing, downsizing, remodeling or buying a vacation home
    • Family: Taking care of your family and other people in your life
    • Leisure: Spending your free time in meaningful ways
    • Giving: Volunteering, mentoring others and giving to charities
    • Work: Working in retirement, selling or starting a business
    • Finance: Bringing it all together and defining your financial goals

    Success will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.

    This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

    Staying on Track

    We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.



    Reviews to help you
    stay on track

    We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.



      Changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

      #DigitalMerrill

      MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

      Your advisor is a click away within our site or mobile apps

      You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

      Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

        Let’s Have a Conversation

        Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

        Why Merrill?

        As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.


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        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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        Transcript of Video 

        No question too big or moment too small
        For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


        The Power of the Right Advisor®
        Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.