John Tripp
Helping individuals and families grow and protect their wealth through personalized financial strategies | Financial Advisor | Senior Portfolio Advisor
As a registered investment and portfolio advisor I help clients understand equity compensation from both a tax and concentration framework, built on the pillars of holistic financial planning: asset, liability and risk management, cash flow analysis and tax mitigation strategies.
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.
