John provides Customized Financial Planning to high net-worth clients and their families. He draws on his vast body of knowledge to guide clients through Retirement Planning, Tax Minimization Strategies, Trust and Estate Planning Services, Investment Management, and Insurance. As a Portfolio Manager for Merrill, John’s focus on Investment Management enables him to provide clients with discretionary custom models, addressing the issues most important to clients: Wealth Creation and Wealth Preservation.
Designations:
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CFP®, CERTIFIED FINANCIAL PLANNER® professional
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CIMA®, Certified Investment Management Analyst designee
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CPFA®, Certified Plan Fiduciary Advisor designee
Education: -
Siena College, Bachelor’s Degree in Accounting
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Yale School of Management, Graduate Certificate in Investment Management
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Johns Hopkins Carey Business School, Master’s Degree in Finance
Licenses: -
FINRA Series 7 and 66 Registrations
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NYS Life & Health Insurance
Affiliations: -
Board of Directors, Junior Achievement of Northeastern NY
*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 Lynch Wealth Management model portfolios, and third-party investment strategies.
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.
