John Worsowicz
John is both a CFP® professional and a CPA**. He graduated from Jacksonville University and completed his MBA at the University of North Florida in 1989. John began his career in Public Accounting and transitioned to private industry with CSX where he held many financial management positions. He has been a partner, CFO and consultant for several successful companies in Northeast FL. John had been a client of Bill Merriam and Merrill for over 13 years. In 2013 he joined Merrill Lynch Wealth Management to pursue his passion and provide clients the quality of service they have come to know from Bill and his team.
**John does not provide tax advice in his current role at Merrill.
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.
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.
