John Newbanks is a First Vice President, Wealth Management Advisor and Portfolio Manager who joined Merrill Lynch Wealth Management in 1987. John graduated from the University of North Carolina - Chapel Hill with a Bachelor of Science degree in Business Administration and earned a Master of Business Administration degree with Honors from the University of Notre Dame. John holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.
*A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP® Board’s initial and ongoing certification requirements.
As a Merrill advisor, I offer advice and guidance based on you and your family's goals and priorities. We put you at the center of our focus -- not the markets -- so you can better understand the pros and cons of every decision you make. As your needs or market conditions change, I can work together with you to adjust your plan as needed.
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.
