Glenn Bates
,
Financial Advisor
NMLS #438652
3401 College Blvd
Leawood, KS 66211
913.906.5275
Learn more about an advisor's background on
As your Merrill advisor, I can provide you with advice and guidance to help you develop a personalized financial strategy—and help you consider your risk tolerance, time horizon and liquidity needs.
Profile

After working for 23 years in the banking industry, I made a career change with the idea of helping individuals and families pursue their financial goals and dreams. Knowing Merrill’s investing insights—and access to Bank of America’s banking services—I decided to move to Merrill Lynch Wealth Management, to have the opportunity to enhance your ability to pursue what matters most to you. Wealth comes with challenges and complexities. No matter how much money you may have, putting a retirement plan in place is one of the most important things I can help you to do—while working with you on an overall financial strategy. Working together to determine your lifetime cash flow needs creates an opportunity to focus on other areas of your financial life. It’s important to really get to know your risk tolerance, time horizon, liquidity needs and goals, and to pay close attention to both sides of your balance sheet. Offering you wealth planning services as well as access to the credit, lending and banking convenience of Bank of America, provides a way to help you integrate and manage all the pieces of your financial life. 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, the Kansas City Youth Hockey Association and the Overland Park South Rotary Club. My wife and I and our two children are residents of Overland Park, Kansas.

About Me
Welcome

As your Merrill advisor, I offer advice and guidance based on your goals and priorities– for yourself and your family. Our approach to financial planning places you—not the market—at the center of our focus. I can help you understand the pros and cons of every potential decision, and help you maintain discipline so you can pursue your most important goals. As your needs or market conditions change, I will continue to collaborate with you and help you organize your financial life so that we can agree upon adjustments to your plan, as needed.

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.
Sue Tettenhorst
Wealth Management Banking Specialist
Merrill
Michael Matthews
Regional Lending Specialist
Bank of America, N.A.
NMLS #88713
About Merrill

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.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Glenn Bates is registered to do business in AR, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MO, MS, NC, NE, OK, OR, TX, UT, VT, WA.