Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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
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 investment 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.
University of Richmond, VA
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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.
Insurance Associate Specialist
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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*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. Merrill Lynch Wealth Management 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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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.