Glenn Schunkewitz is a Senior Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management in Chester, New Jersey. For more than 40 years, he has been serving the wealth management needs of business owners, corporate executives, and families with generational wealth. Empathetic and accessible, he is also particularly sensitive to the needs of women, many of whom will take full responsibility for their finances at some point in their lives—as sole earners, after divorce, or as widows.
His extensive industry experience has given Glenn a clear understanding of how changing markets can affect portfolio outcomes. A proponent of long-term financial planning, he strives to filter out the noise and help clients remove emotions from the process so that they can make smart decisions based on their goals. Glenn draws on his knowledge, together with his background in municipal bonds to help clients preserve and transfer their wealth to the next generation. Throughout his process, he helps educate clients about their investments in clear, understandable language.
Looking beyond his clients’ investable assets, Glenn seeks to understand their life goals and what they hope to achieve with their wealth, including a comfortable retirement income, saving for college, building a business, ensuring financial security for successive generations, or caring for an aging parent or family member.
Another notable strength is Glenn’s ability to complement and work seamlessly with his clients’ circle of advisors to help integrate the various aspects of their financial lives—such as tax management, trust, and wealth transfer planning—into a seamless whole.
After earning his bachelor’s degree in accounting and business from Albright College, Glenn began his financial services career in 1982 in municipal bond marketing and sales at Merrill’s Liberty One office in New York City. In 1984 he transitioned to Prudential Bache Securities where he spent 17 years before moving to UBS in 2001. Glenn returned to Merrill® in 2015.
A native of Randolph, New Jersey, Glenn and his wife, Yvonne, currently reside in Mendham. When he is not caring for his father and brother, Glenn spends time with a local car club and enjoys a variety of outdoor activities, including hiking, biking, and spending weekends working in his garden at his country home. A former equestrian, his hobbies also center around traveling and enjoying restaurants and fine wines with family and friends.
Glenn Schunkewitz has been offering individualized strategies and knowledgeable guidance to multiple generations of families for more than three decades. Always determined to exceed his clients' expectations, Glenn is supported by two highly skilled client service professionals, Nancy Lyons and Timothy Ash. Together, they are committed to making a meaningful difference in the lives of clients and their families.
The Schunkewitz Group believes that wealth isn't just about the performance of your portfolio—it's about how you live your life and the personally meaningful goals you want to achieve. This could be saving for retirement, planning for a college education, saving for a second home, caring for a family member or starting a business.
Drawing upon the investment insights of Merrill and the banking strength of Bank of America, we can help unlock opportunities tailored to your needs. Starting with your life priorities as a foundation, we can recommend a wide variety of financial strategies to help you achieve your goals, assist in tracking your progress, and make adjustments along the way, putting you–not the market—at the center of everything we do.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Helping you create a personalized plan
At Merrill, we go beyond the traditional role of an advisor.
- Your goals, concerns and attitude about investing are the foundation of your plan.
- We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
- We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Giving you access to our teams and solutions
Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:
- Bank of America specialists, such as mortgage or trust professionals
- Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
- A full suite of Merrill investing and Bank of America banking solutions
1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
