Over twenty years of distinguished financial experience has given Glen Zaintz the knowledge and proficiency to develop personalized strategies specifically tailored to help wealthy families and individuals pursue solid and sustainable investment results.
Glen joined Merrill Lynch Wealth Management in 2011. Recognizing financial circumstances can sometimes change as quickly as economic conditions, Glen focuses on providing accessible, individual service by establishing a close working relationship with every client, including their other trusted advisors, to develop diversified asset allocation plans adaptable to varying situations. Drawing on broad experience and the global resources of Merrill Lynch Wealth Management, he is able to provide strong, individualized investment strategies focused on total wealth management needs in investment, tax minimization, estate and wealth transfer planning services.
Glen is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, Glen may manage his strategies on a discretionary basis.
Born in Brooklyn, New York, Glen earned his B.S. in economics from the State University of New York at Albany. He lives in Bergen County, New Jersey, with his wife, Ellen, and daughter Samantha. In his free time, he loves to travel and play classical guitar.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
