As a Senior Vice President 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 both Certified Financial Planner™ professional and an Accredited Estate Planner®, John has an ironclad commitment to truly 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 his each of his clients. 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.
- 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
- Accredited Estate Planner®
- Life, Health, and Variable Annuity License