A financial advisor with Merrill Lynch Wealth Management since 2002, John has enjoyed long relationships with high net worth individuals, affluent families and successful businesses throughout Massachusetts and across the nation. John takes a planning-based approach to managing wealth and formulating portfolios for an affluent clientele. He also serves employers and employees by developing and enhancing their corporate retirement plans.
John is a Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. John is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Chartered Retirement Planning CounselorTM designation from the College for Financial Planning.
John graduated from the University of Massachusetts, Amherst and enjoys traveling, running and hiking.
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.
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.
