John has been in the financial industry since 1999 and with Merrill Lynch Wealth Management since 2007. John brings substantial experience in working with ultra high net-worth families providing advice, guidance and strategies for the planning issues they face. In addition to delivering the vast range of capabilities to our ultra high net-worth families, he also manages the teams retirement benefits group. Designated as a “Retirement Benefits Consultant” within Merrill, he is one of a select group uniquely qualified to deliver the firm's Fiduciary Advisory Services to our defined contribution clients.
Prior to Merrill, John worked with institutional fixed income clients at Goldman Sachs, First Tennessee Bank, and Sterne Agee and Leach.
John attended Avon Old Farms in Avon, CT and he holds and Economics Degree from the College of Charleston. John now lives in Atlanta and enjoys spending time with his wife Aimee and his two children Elizabeth and John.
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.
