With over 15 years of financial experience, John has spent his entire career as a financial advisor with Merrill Lynch Wealth Management. John identifies each clients’ financial goals, helping him to create a plan, allocating assets accordingly by implementing an investment program, and overseeing the performance of the portfolio. John works with his clients to deliver the overall client analysis of the wealth management plan and the implementation of their portfolio strategy. He bases all recommendations on his client's goals, objectives, time horizon, and risk parameters to help preserve and grow their wealth. John holds the Certified Private Wealth Advisor® (CPWA®) designation awarded by the Investments and Wealth Institute™. John also holds the Certified Plan Fiduciary Advisor® (CPFA™) designation from the National Association of Plan Advisors.
John graduated from St. John’s University with a double major in Finance and Italian, and a minor in Accounting. John is originally from Brooklyn, New York and now resides in New Jersey with his wife, Ariana. John is an avid skier and hiker who loves to travel.
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.