John Garcia

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As a Merrill financial advisor, I strive to be the best in my field by assisting families and individuals in the development of long-term financial strategies. I help clients organize their personal and business finances so they can fulfill their dreams. My goal is to become a trusted resource to each client so that they may rely on me for financial advice and guidance in their pursuit of personal, financial and professional success. I do this by listening to them to fully understand their current situation and future objectives, as well as potential concerns. I then create customized investment strategies designed to help each client achieve their financial and life goals. I pride myself on following a disciplined wealth management process built on time-tested investment principles while allowing the flexibility to adapt to a rapidly changing economic climate. My service-focused approach, combined with my financial strategies, allow each client to concentrate on their priorities at each stage of life.

John Garcia joined Merrill as a Vice President and Senior Financial Advisor in 2009. Prior to joining Merrill, he was a Financial Advisor with Smith Barney. He holds a Chartered Retirement Planning Counselor designation. He received a B.S. degree in Aeronautical Engineering from Purdue University in 1990 and a M.B.A. from Stanford University in 1992. John lives in Carmel, Indiana with his wife, Mary Kay, and their sons, Jeremy and Jason.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.