Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
A native of Randolph, NJ, Glenn began his career in financial services in municipal bond marketing and sales at Merrill Lynch’s Liberty One office in New York City in 1982. This position led him to a financial advisory role at other leading Wall Street firms, reflecting his keen interest in investing and wealth accumulation.
Glenn earned a degree in Accounting and Business from Albright College. He is an active member of the Peapack-Gladstone Chamber of Commerce and in his free time he enjoys travel, fine wines, biking, and swimming. Glenn resides in Califon, NJ and holds the Series 7 and 63 FINRA registrations, as well as his Life and Health Insurance licenses.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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Senior Wealth Management Lending Officer NMLS # 644475
Insurance Associate Specialist
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.