With over 25 years of experience in the financial services industry—including more than 15 years at Merrill—Glenn is committed to delivering personalized financial guidance and exceptional service to individuals and families. He values the long-term relationships he has built over the years and welcomes the opportunity to create new ones, helping clients pursue their financial goals with confidence.
Glenn begins each client relationship with a thoughtful discovery process, taking a comprehensive view of their financial landscape. This includes areas such as investments, retirement and college savings, insurance, healthcare planning, estate strategies, and tax considerations. His holistic approach allows him to develop tailored strategies that align with each client’s unique goals, values, and circumstances.
A graduate of West Virginia University, Glenn launched his career in Atlanta with UBS in 1997. He went on to serve as a Vice President at Deutsche Bank, where he and his team specialized in assisting families who transitioned from private business ownership to holding restricted stock in public companies. In 2008, Glenn and his wife, Maia, moved to her hometown, where he joined the local Merrill office. For over 15 years, he has been proud to serve the Charlottesville community and surrounding areas.
Glenn holds the CERTIFIED FINANCIAL PLANNER®, CFP® certification, awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Investment Management Analyst® (CIMA®) designation, administered by the Investments & Wealth Institute™ and taught in conjunction with The Wharton School of the University of Pennsylvania.
He is a member of the Central Virginia Estate Planning Council and formerly served on the board of the United Way of Greater Charlottesville (2013–2015). Glenn also volunteered with the Boys & Girls Clubs of Central Virginia, where he led financial literacy classes for middle school students.
Outside the office, Glenn enjoys playing pickleball, tennis, and golf. He and Maia enjoy an active life in Charlottesville, and he especially values attending his son's high school’s soccer, squash and golf competitions.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
CRPC™
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.
