John Polichetti
As a financial advisor with Merrill Lynch Wealth Management, I work closely with families, professionals, and business owners to create tailored financial strategies that align with their values and long-term goals. My practice is family-oriented, and I take pride in helping clients not only manage their wealth today but also prepare for the generations that follow.
My focus areas include retirement planning, investment management, education funding, and legacy planning. By leveraging the combined resources of Merrill and Bank of America, I’m able to provide clients with a holistic approach to their financial lives — from investments and planning to banking and lending strategies — ensuring all aspects work together to support their vision of the future.
Before beginning my career in wealth management, I earned my Bachelor's Degree in Business Administration, with a concentration in Finance, and my Master of Science in Finance from the University of Massachusetts Lowell. During my time at UMass Lowell, I also competed as a Division I baseball player. The discipline, teamwork, and preparation that were critical to success on the field continue to shape my approach within my practice today. I believe in listening first, understanding what matters most, and then creating clear, thoughtful strategies that help families feel confident in their financial future.
I am originally from the southern NH area and currently reside in Raymond, NH. Outside of work, I enjoy spending time at our lake house on Lake Winnipesaukee, fishing, boating, and golfing.
My philosophy as a financial advisor is rooted in family values and a genuine desire to help others achieve their financial goals. From the very beginning of my career, I chose this path because I find great fulfillment in guiding people through complex financial decisions and helping them feel confident about their future. I believe that financial planning is not just about numbers — it's about understanding what matters most to each individual and family, and crafting strategies that support both their immediate needs and long-term aspirations.
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.
