The Baumer Wealth Management Group

Merrill Lynch Wealth Management
600 Hamilton St
Allentown, PA 18101
(610) 398-4306
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"Every day, we apply our experience and skills, combined with the global resources of Merrill, to help you pursue your financial goals. We start with where you are in life, and we focus on understanding your vision, priorities and the dynamics of your family and business. Our approach is holistic and highly personalized." Glenn Baumer Wealth Management Advisor
The Baumer Wealth Management Group
Merrill Lynch Wealth Management
Welcome





We work with high-net-worth individuals, couples and families, and we also offer experienced advice and guidance to businesses and other closely held enterprises.

The clients we serve have created significant wealth in a variety of ways. Each one of them, whether individual, family or business, is different—with distinct personalities and circumstances, and singular challenges and needs.

But they are similar in notable respects: They face complex wealth management issues that affect their futures, and they recognize the value of a strategy-based approach to wealth management delivered by a professional team that can work effectively with them and their existing tax and legal advisors.

About Us
About Us

Glenn Baumer is a strategy-oriented wealth management advisor with a broad knowledge base shaped by years in the financial services business. He has over 35 years of experience, offering advice and guidance to individuals, families and businesses. He appreciates the complexity of managing wealth today and is well aware of the stresses facing business owners and entrepreneurs. He speaks the language of business.

Breanne Pfeffer and Tiffany Nguyen are mature, attentive and responsive client service associates. They round out the team and are committed to delivering a client experience that exceeds your expectations.

A Holistic Approach to Wealth Structuring
Glenn doesn't hurry you into making investment decisions. He emphasizes discovering and understanding the financial risks, liquidity needs and time horizon in your life and then structuring your wealth and investments accordingly. Wealth structuring addresses issues ranging from funding your current lifestyle, to investments to meet education expenses, to the most efficient way to pursue legacy planning or philanthropic goals—and other investment objectives that may be important to you.

Meet Our Team
Glenn Baumer,

ChFC®, CAP®, CEPA®, CFP®, CIMA®, CIMC®, CKP®, CLU®, CPFA™, CPWA®, CRPC™, CRPS™, SE-AWMA™

Managing Director, Wealth Management Advisor
610.398.4306
Christopher Baumer,

CIMA®, CKP®, CPFA™, CPWA®, CRPC™

Vice President, Wealth Management Advisor
610.398.4307
Breanne Granger,

AWMA™, ChSNC®, CRPC™, RICP®

Vice President, Senior Business Manager
610.398.4313
Tiffany Nguyen,

CRPC™

Registered Wealth Management Client Associate
610.398.4318
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.
Michael Perticari
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #535721
Mason Flinn
Employee Benefits Specialist
Bank of America, N.A.
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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C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
CAP®, and Chartered Advisor in Philanthropy®, and Chartered Life Underwriter® and CLU® marks are the property of The American College of Financial Services, which reserves the sole rights to their use, and is used by permission.
CRPC™ and Chartered Retirement Planning Counselor™ and CRPS™ and Chartered Retirement Plans Specialist™ are registered service marks of the College for Financial Planning.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMC® and Certified Investment Management ConsultantSM. Use of CIMC®, and/or Certified Investment ConsultantSM signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management consultants.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
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.
Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
ChSNC® and Chartered Special Needs Consultant® are the property of The American College, which reserves the sole rights to its use, and is used by permission.
RICP® and Retirement Income Certified Professional® are the property of The American College, which reserves sole rights to its use, and is used by permission.