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Merrill Lynch
Wealth Management
Integrity, attentiveness, and experience form the cornerstones of my practice. Understanding what matters most to you, will serve as a foundation towards understanding how best to pursue your investments, and wealth structuring needs. Our mission, simply stated, is to be your most trusted and reliable financial resource.
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 Fels
Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
Profile
Glenn has a long family tradition of serving the community. In 1914 Fels & Co., manufacturers of Fels-Naptha soap, was established in Philadelphia. The family business adopted philanthropic idealism to support and preserve the city’s arts and culture, as well as other educational institutions. Having been influenced by this environment, Glenn has a keen understanding of what it takes to drive you and your business. He will devote the time needed for you to identify lifetime goals and develop a “road map” to address your financial objectives.
With over thirty-two years of investment and planning experience, Glenn offers the perspective and discipline necessary for your individualized and potentially complicated finances. Typical clients are high net worth individuals, closely held private business owners, and corporate executives.
Wealth services include:
- Executive Qualified and Non-Qualified Stock Option Plans
- Tax Efficiency Review and Planning
- Wealth Preservation Strategies
- Estate and Generational Planning Services
- Health Care Planning including Medicare, and Long Term Care
- Executor and Trust Services
- Life Insurance
- Banking Services through Bank of America, N.A. – Consumer & Commercial
- Real Estate Financing through Bank of America, N.A. – Consumer & Commercial
- Retirement Plans- IRA, SEP, 401-(k)
- Merchant Banking Services through Bank of America, N.A.
Furthermore, Glenn's approach customizes personalized defined strategies. Strategies that go beyond the typical “set it and forget it” static investment allocations in favor of more dynamic options. His goal is to effectively minimize downside losses by reducing equity exposure during negative market cycles, providing you with a less volatile portfolio.
As a client you will be part of a family. He will team with your other planning specialists including your CPA and attorney. “I want to make sure your plan is understood and implemented as I would do so for my own family.” This coordinated effort will help ensure that your planning needs are addressed and any wealth structuring properly in line with your existing documents.
Glenn received Forbes "Best-in-State Wealth Advisors" 2022
*Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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EDUCATION
Rider University
University of Richmond, VA
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
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Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
Natalie De La Calle
Alternative Investments Regional Specialist
Bank of America, N.A.
Christopher Caradec
Wealth Strategist
Merrill
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.
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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.
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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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