Glenn has built his career working with individuals and businesses to define and pursue their financial goals. He recognizes that his ultimate responsibility to clients is to help them build a solid foundation on which to make their financial decisions with confidence. Glenn takes a very hands on role in following through for clients to help make sure their needs are always taken care of with the highest level of attention, and that financial strategies are effectively implemented.
He offers personalized strategies that address:
Retirement planning
Trust and estate planning services working with clients family tax accountants and attorneys
Corporate cash management strategies
Asset allocation and investment selection
Individual wealth preservation and insurance planning recommendations
Glenn began his career in investments in 1992 and has worked for several legacy organizations prior to Bank of America's acquisition of Merrill Lynch Wealth Management. He received a bachelor of science degree in business administration in 1991 and an MBA in finance in 1998 from Bryant University. Glenn has worked in his current role as a financial advisor for over ten years.
Originally a Rhode Island native, Glenn currently lives in Southern Massachusetts with his wife Karen and their children Nicholas and Jenna.
*Trust and fiduciary services are provided by Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
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.
