The Evans Falconer Team provides nuanced insights and ongoing value to clients – often in ways they never experienced in a previous advisory relationship.
Our Team assists corporate executives in pharmaceutical, technology and real estate firms, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and generations of extended families residing in more than 20 states.
WE admire the clients we serve and honor their success by being careful stewards of their wealth, values, and commitments.
WE recognize that each client’s life and wealth have purpose. Accordingly, our highly personalized planning-based approach drives each financial strategy – regardless of its complexity.
WE take great pride and feel immense joy in what clients achieve for themselves, their families, and communities.
WE feel privileged when clients turn to us at times of difficulty – the loss of a spouse, illness, or a change of career.
With rewarding retirement lifestyles and meaningful legacies the primary goals of clients, we help clients think strategically about accumulating, structuring and transferring wealth. Making recommendations that are well grounded and supported with straightforward explanations, The Evans Falconer Team satisfies clients who want to know enough to feel comfortable with the decisions made on their behalf and always in their best interest.
Our process in engaging a new client is grounded in purposeful, emphathetic listening...to your values, your goals, your aspirations, and your preferences. Through active listening we gain understanding, the cornerstone upon which our planning work is constructed.
"I try to provide appropriate and timely information that indicates clients' goals are being met," Glenn says. "Before building their portfolios, I review the long-term performance of top-tier managers, and use BofA Global research and due diligence. Depending on a client's risk tolerance, timeline, liquidity needs and personal preferences, I incorporate various asset classes and may include alternative investments* for exposure to commercial real estate, to help increase income and moderate risk."
Glenn also gives access to Bank of America, N.A. for residential and securities-based lending. In addition, he coordinates with clients' CPAs and attorneys to align tax-minimization and estate planning strategies.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
CFP®, CPFA®, CRPC™
ChFC®, CFP®
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.
