John Halliday first began his career with Merrill Lynch Wealth Management at their flagship Fifth-Avenue office in the summer of 2015 as a seasonal client associate. Today, John is incredibly proud to carry on the Halliday name, becoming the third generation in his family to serve as a Merrill Lynch Financial Advisor. John continues to strengthen his commitment to ensuring reliable, quality service, all while leveraging his and his family's experience with Merrill’s wealth of financial products and research to provide clients with the most appropriate, individualized investment management strategies to help them achieve their short- and long-term financial goals.
John is a Brooklyn native and Bard College graduate. He is an avid reader, and enjoys running, swimming, skiing, music, coding, and art. John is fluent in Simplified/Mandarin Chinese, written and spoken.
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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.
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.