Glenn Bates
Many of my clients come to me during important transition points in their lives.
They may be advancing in their careers, preparing for retirement, managing a growing business, or realizing their financial situation has become more complex than their current plan can support.
At that stage, the challenge isn’t just investing—it’s making confident decisions across all areas of their financial life.
I work with professionals, executives, and business owners to bring structure, clarity, and coordination to that complexity.
Together, we focus on:
• Building a retirement strategy designed to generate sustainable income
• Making work benefits and 401(k) decisions part of a broader plan
• Managing cash flow as income and priorities evolve
• Identifying opportunities to improve tax efficiency
• Transitioning from fragmented or self-directed strategies to a more disciplined, integrated approach
My approach is shaped by both professional experience and personal perspective. Growing up, I saw firsthand how financial uncertainty can impact families—and how important it is to prepare for the unexpected.
Today, I help clients move forward with greater confidence, knowing their financial plan is aligned, intentional, and built to support what matters most.
I have a Bachelor of Business Administration degree with a major in Marketing and Management from Northwood University and a Master of Business Administration degree from Liberty University. I also give time and energy to my community in a number of ways, including volunteering with Junior Achievement, Connections to Success, KVC, and the Overland Park Rotary Club. My wife and I and our two sons are residents of Overland Park, Kansas.
I help people make sense of their financial decisions—especially when things are changing. Whether it's a new job, getting closer to retirement, or just wanting to get more organized, I'm there to help put a plan together that actually fits your life and what matters most to you and your family.
We talk through the different options and trade-offs so you can feel good about the choices you're making—not just now, but long term. And as life happens and things shift, I stay involved to help you adjust, stay on track, and keep everything moving in the right direction.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
