As Managing Director of Private Wealth Management, John specializes in forging plans that aim to secure a bright financial future with a focus on protecting the loved ones of his clients. John also believes in helping families avoid choices that might jeopardize or destroy that future. As a Certified Financial Planner™ professional, Accredited Estate Planner®, and Chartered Advisor in Philanthropy®, John has a commitment to thoughtful financial planning. He leverages these skills to craft bespoke and eloquent financial plans for each of the families he supports.
John has over 17 years of experience in the financial services industry. He began his career in Boston working with healthcare benefits. Following that, he served in various capacities for over a decade at Fidelity Investments. Today, John sees himself as a trusted confidant whose main role is consulting on the unique family dilemmas that face each of his clients. In an effort to have multi-generational success, John helps foster clear communication and synergy across the legal, investing, and tax professionals of his clients. Far too often, these items are ignored or handled in a silo, and important details are lost or never communicated. When clients have thoughtfully made portfolios and open communication across legal and tax professionals, real peace of mind can be had no matter what challenges life or the markets present.
Community Causes
- An avid supporter of St. Jude’s Children’s Hospital
- Volunteer with Duval County Public Schools
Education
- BAS in Supervision and Management, Florida State College of Jacksonville (High honors & Magna Cum Laude)
Designations & Licenses
- CERTIFIED FINANCIAL PLANNER™ Certification
- Accredited Estate Planner®
- Chartered Advisor in Philanthropy®
- Life, Health, and Variable Annuity License
- Series 66