John is committed to providing comprehensive advice and guidance to high net worth clients and their families. John enjoys seeing the positive result of his work in helping clients achieve their goals. He holds the CERTIFIED FINANCIAL PLANNER® certification, Certified Investment Management Analyst® designation, and Certified Plan Fiduciary Advisor® designation.
John draws on his vast body of knowledge to help guide clients through:
- Retirement Planning
- Tax Minimization Strategies
- Trust and Estate Planning Services
- Investment Management
- Insurance
As a Portfolio Manager for Merrill Lynch Wealth Management, John’s focus on Investment Management enables him to provide clients with discretionary and custom models. This qualification addresses the issues most important to clients: Wealth Creation and Wealth Preservation.
Education:
Accounting, B.S., Siena College
Investment Management, Yale School of Management
Financial Management, Johns Hopkins Carey Business School
Professional Designations:
CERTIFIED FINANCIAL PLANNER® Professional
Certified Investment Management Analyst®
Certified Plan Fiduciary Advisor®
Licenses:
FINRA Series 7 and 66 Registrations NYS Life & Health Insurance
Affiliations:
Board of Directors, Junior Achievement of Northeastern NY
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.
