Glenn has a long family tradition of serving the community. In 1914 Fels & Co., manufacturers of Fels-Naptha soap, was established in Philadelphia. The family business adopted philanthropic idealism to support and preserve the city’s arts and culture, as well as other educational institutions. Having been influenced by this environment, Glenn has a keen understanding of what it takes to drive you and your business. He will devote the time needed for you to identify lifetime goals and develop a “road map” to address your financial objectives.
With over thirty-nine years of investment and planning experience, Glenn offers the perspective and discipline necessary for your individualized and potentially complicated finances. Typical clients are high net worth individuals, closely held private business owners, and corporate executives.
Wealth services include:
- Executive Qualified and Non-Qualified Stock Option Plans
- Tax Efficiency Review and Planning
- Wealth Preservation Strategies
- Estate and Generational Planning Services
- Health Care Planning including Medicare, and Long Term Care
- Executor and Trust Services
- Life Insurance
- Banking Services through Bank of America, N.A. – Consumer & Commercial
- Real Estate Financing through Bank of America, N.A. – Consumer & Commercial
- Retirement Plans- IRA, SEP, 401-(k)
- Merchant Banking Services through Bank of America, N.A.
Furthermore, Glenn's approach customizes personalized defined strategies. Strategies that go beyond the typical “set it and forget it” static investment allocations in favor of more dynamic options. His goal is to effectively minimize downside losses by reducing equity exposure during negative market cycles, providing you with a less volatile portfolio.
As a client you will be part of a family. He will team with your other planning specialists including your CPA and attorney. “I want to make sure your plan is understood and implemented as I would do so for my own family.” This coordinated effort will help ensure that your planning needs are addressed and any wealth structuring properly in line with your existing documents.
Glenn received Forbes "Best-in-State Wealth Advisors" 2022,2023, and 2024
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
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.
Health care costs in retirement, including health insurance, are a significant concern for Americans. Planning ahead and understanding your health care options can save you time and stress.
On this call, Sharon Carson, Retirement Strategist at J.P. Morgan Asset Management, will discuss:
General Overview: 3 Steps for Medicare Coverage
Medicare Pitfalls
Evaluating the Trade-Offs: Original Medicare and Medicare Advantage
Coverage if You Stop Working Before Age 65
Where Do I Get More Information?
We hope you can join us.
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.
