As Vice President of Private Wealth Management, John Specializes in forging plans that secure a bright financial future, with a focus on protecting the loved ones of his clients. John also believes it is critical to help his clients avoid choices that might jeopardize or destroy that future. As a CERTIFIED FINANCIAL PLANNER™, John has an ironclad commitment to thoughtful and thorough financial planning. He leverages these skills to craft an eloquent financial plan that is the bedrock of his client’s future.
John has over 12 years of experience in the Financial Services industry. He began his career in Boston, working with health care benefits. Following that, he served in various capacities for over a decade at Fidelity Investments.
His numerous roles at Fidelity included serving workplace clients, working at the high-net-worth bond desk, managing accounts, running a personal book of business, and managing a team of advisors. During this time, John grew a love of helping his best clients piece together the all too often tricky family and financial dynamics into a rich plan that gave his clients the best chances of achieving their fondest wishes.
Outside of the office, John loves to spend time with his bride and high-school sweetheart Sarah, and their gregarious son Judah. John loves to restore antique cars, furniture, and cast iron cook wear. He also loves to compete in state and local barbecue competitions. When he isn’t doing these things he loves to play his dobro guitar in the evenings.
- An avid supporter of St. Jude’s Children’s Hospital
- Volunteer with Duval County Public Schools
- BAS in Supervision and Management, Florida State College of Jacksonville (High honors & Magna Cum Laude)
Designations & Licenses
- CERTIFIED FINANCIAL PLANNER™ Certification
- Life, Health, and Variable Annuity License