John-Paul Tancona is a highly experienced financial advisor with a passion for helping individuals and families achieve their financial goals. With over 24 years of experience in the financial industry, John-Paul brings a wealth of knowledge and expertise to his clients. Prior to becoming a financial advisor, John-Paul worked as a corporate bond trader, providing active markets for large institutional firms. This experience gave him a deep understanding of many investment-related markets which helps guide his clients to the most appropriate solutions. In 2019, John-Paul decided to use his vast knowledge and experience to help others, becoming a financial advisor. John-Paul is a native of Staten Island, New York, and currently lives in Sparta, New Jersey, with his wife and two boys, ages 15 and 12. He is dedicated to providing personalized financial advice to his clients, helping them navigate the complexities of the financial world and make informed decisions about their future. When he's not helping his clients, John-Paul enjoys spending time with his family, going to the gym and being consistently disappointed cheering on his favorite sports teams. He is also an active member of his community, volunteering his time to various organizations.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as Stand for the Silent. The purpose of this organization is to fight against bullying which can lead to adolescent depression and suicide . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.