Outlook 2023: Back to the (new) future

Outlook 2023: Back to the (new) future

Watch experts discuss inflation, interest rates, the markets – and the possibility of a more promising market environment.

Watch now

Profile

Proud of those he serves and the manner in which he serves them, Glenn provide nuanced insights and ongoing value to clients – often in ways they never experienced in a previous advisory relationship.  

Today, Glenn assists corporate executives in pharmaceutical, technology and real estate firms (some transitioning to entrepreneurship), business owners (some exploring a sale or recapitalization), attorneys, medical professionals, widows, members of the LGBTQ community, and generations of extended families residing in more than 20 states.

While clients are diverse in their paths to success and his door, Glenn recognizes that each client’s life and wealth have purpose. Accordingly, his highly personalized planning-based approach drives each financial strategy – regardless of its complexity. In cultivating relationships with clients, Glenn looks at what they wish to accomplish, where they stand and what stands in their way (real or perceived). 

Doing his best work for well-educated clients interested in engaging with a trusted advisor whose strategies they deem sensible, Glenn feels joy in what clients achieve for themselves, their families, and communities. He also feels privileged when clients turn to him at times of difficulty – the loss of a spouse, illness, or a change of career. Oftentimes, he has assisted widows following the death of their husband – coordinating with their attorneys to organize paperwork and suggesting “next steps” in moving forward.

With rewarding retirement lifestyles and meaningful legacies the primary goals of clients, Glenn shows them how to think strategically about accumulating, structuring and transferring wealth. Making recommendations that are well grounded and supported with straightforward explanations, Glenn satisfies clients who want to know enough to feel comfortable.

“I try to provide appropriate and timely information that indicates clients’ goals are being met,” Glenn says. “Before building their portfolios, I review the long-term performance of top-tier managers, and use Merrill research and due diligence. Depending on a client’s risk tolerance, timeline, liquidity needs and personal preferences, I incorporate various asset classes and may include alternative investments* for exposure to commercial real estate, to help increase income and moderate risk.”

Glenn also gives access to Bank of America, N.A. for residential and securities-based lending. In addition, he coordinates with clients’ CPAs and attorneys to align tax-minimization and estate planning strategies. 

Before joining Merrill, Glenn held senior corporate development and strategy positions at leading Fortune 500 corporations. He also served as a mezzanine lender to privately held middle market businesses, oftentimes providing capital in connection with a plan of recapitalization or change in control transaction.

A lifetime learner, Glenn holds an MBA from Harvard Business School and a Bachelor’s degree from Amherst College. He also holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification from the Certified Financial Planner Board of Standards, the Chartered Retirement Planning Counselor, CRPC designation through the College for Financial Planning Institutes Corp, and the Certified Plan Fiduciary Advisor designation, CPFA awarded by the National Association of Plan Advisors (NAPA). The CPFA designation allows Glenn to serve as a fiduciary for several employer plans of business owners. Additionally, he is an Advisory Member of the Association of African American Financial Advisors.
 
Passionate about the power of education to transform lives, Glenn serves as Trustee of The Kappa Guide Right & Scholarship Fund of Montclair, New Jersey (which supports the leadership development efforts of the Kappa League, a national service initiative of Kappa Alpha Psi Fraternity, and provides annual college scholarships to deserving local high school seniors). He also serves as pro bono consultant to nonprofit organizations engaged in arts and education an as an active participant in the Harvard Business School Club of New York Community Partners Initiative. Glenn is a former Board Trustee of Philips Education Partners and The Scholarship Fund for Inner City Children, Newark. A cycling enthusiast, Glenn resides in Livingston, New Jersey with his teenage daughter and their dog.

 

 

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

  • LANGUAGES

    Spanish & English

  • EDUCATION

    Amherst College

    Hunter College High School

    Harvard Business School

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.

Peter J Charlton

Wealth Management Lending Officer

Bank of America, N.A.

NMLS #222586

Natalie De La Calle

Alternative Investments Regional Specialist

Bank of America, N.A.

Michael K Costo

Retirement Specialist

Bank of America, N.A.

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

Welcome

My mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping manage investment risk. My wealth management approach is about using wealth to help turn goals into reality.

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? With access to the investment insights of Merrill and the banking convenience of Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

I begin every relationship with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you and your family.

Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and help you refine your investing preferences. Together, I can help customize your investment approach. Using an understanding of your priorities and investment personality as a foundation, I help you access the full breadth of resources from Bank of America’s banking products and services and Merrill’s investment insights to address all aspects of your financial life.

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.

Corporate and Non Profit Solutions

Committed to offering retirement and benefit plan solutions to midsized companies and nonprofit organizations

Glenn Preston Evans is among a select group of credentialed Merrill advisors focusing on the corporate retirement and benefit plan marketplace. He has earned the Certified Plan Fiduciary Advisor (CPFA) designation and has demonstrated the acumen required to act as a retirement plan fiduciary or help plan fiduciaries manage their roles and responsibilities.

Glenn and his team offer Plan Sponsors a range of services, including:

  • A thorough needs assessment and plan evaluation. We develop custom solutions that help meet the needs of Plan Sponsors and improve the financial lives of employees.
  • An objective approach to plan design and implementation. We proactively help ensure plan objectives are met and effectively communicate to employees the benefits associated with plan participation.
  • A multi-faceted communications strategy. We utilize group meetings, webinars, conference calls and individual consultations to reinforce the plan’s value proposition, drive participant satisfaction and support financial wellness.
  • Ongoing plan services to help drive retirement readiness. We believe that a well-constructed plan can help attract and retain talent and will work collaboratively with sponsors to make sure the plan continues to meet participant needs.
  • Access to Merrill Investment Policy Statement (IPS) Services to help define investment objectives. This service assists sponsors with documenting and following a consistent process with respect to maintaining a diversified investment menu.
  • Quality investment reviews and performance reporting. We provide quarterly investment performance and benchmark reporting, including plan level asset allocation reviews and fund level performance.
Glenn is an active member of the National Association of Plan Advisors, a professional society whose core purpose is to enhance retirement security in America.

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

      I believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. I want to work with you to develop your wealth management approach for the future.

      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.


      MLBrochure.png        

      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.



      Anthem video thumb.jpg 
      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.

      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.