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’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 tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Our experts examine the forces that are changing the world – and how they may impact your life
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.
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.
Wealth Management Lending Officer
Bank of America, N.A.
Insurance Associate Specialist
Bridgewater Marriott, 700 Commons Way, Bridgewater, NJ 08807
September 25th, 2019|6:00 PM - 8:30 PM EST
Please join the Merrill Bridgewater, New Jersey Market for an evening with Marci McGregor, Director & Investment Specialist for the Chief Investment Office of Merrill.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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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I believe it’s important that you seek the advice and guidance of an experienced Merrill Lynch Wealth Management Advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.