The Van Glish Wealth Management Group

Merrill Lynch Wealth Management
6000 Fairview Rd
Charlotte, NC 28210
(980) 282.1784
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The Van Glish Wealth Management Group strives to be a beacon of excellence by fostering a culture where hard work drives achievement, integrity guides our actions, communication strengthens our connections, and empathy empowers us to make a positive impact on the lives of others.
The Van Glish Wealth Management Group
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
David Van Glish
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2019-2022, 2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
The Van Glish Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Click here to learn more about advisor recognitions
Meet Our Team
David Van Glish,

CFP®, CPFA®, CRPC™

Managing Director, Wealth Management Advisor
980.282.1784
Victoria Christiano
Officer, Registered Senior Wealth Management Client Associate
980.282.1796
Katelyn Logan
Officer, Registered Wealth Management Client Associate
980.282.1741
Evan Guest
Investment Management Specialist
980.282.1808
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.
Ryan Thrower
Wealth Strategies Advisor
Bank of America, N.A.
Trent Hoover
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #198530
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.

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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.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.