John feels privileged to bring clients new opportunities and innovative strategies – continuing a family legacy of creating asset longevity through highly personalized strategies. Employing an outcomes-based approach to investments, John develops financial strategies that are collaborative and client focused. He offers a holistic approach that unifies multiple financial disciplines including asset allocation, trust and estate planning services, charitable giving, and access to customized credit through Bank of America.
John began his career as a litigation attorney and has handled dozens of contested trials including: Divorce, Paternity, Criminal, Probate, Foreclosure, Eminent Domain, and HOA Dispute. He later transitioned his career to focus on appellate law. John has argued before every district court of appeal in Florida. John does not provide legal advice in his role as a financial advisor.
John is a FINRA registered financial advisor and passionately helps clients pursue their financial goals. He genuinely cares about his clients’ financial well-being and is committed to delivering the highest level of service. His passion is fueled by the knowledge he makes a positive difference in the lives of his clients. He is committed to helping his clients meet financial challenges at every stage of life.
John lives with his wife and five year old son in Brentwood, TN. In his spare time, John is an avid reader and loves outdoor activities including hiking, skiing and traveling.
I am dedicated to helping clients address their personal, financial, strategic and philanthropic goals. I serve a select group of affluent individuals, family offices, businesses and nonprofits, and seeks to develop long-term client relationships marked by superior service, personalized attention, customized investment guidance and meaningful financial outcomes.I combine real-world experience with postgraduate education and extensive professional training. This allows me to stay abreast of new ideas and important industry trends and helps prepare for events that might affect your financial situation. In my approach to wealth management, I look beyond your investments, seeking to integrate the various facets of your financial life, including insurance, education funding, asset accumulation, preservation, and wealth transfer. I seek to address not only your own current and future needs but also those important to your family. My goal is to be the first call you and your family make for financial advice and guidance—no matter how large or small.##### *Merrill Life Agency's California License Number 0522776
CRPC™
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.
