As a Wealth Management Advisor, John Taphorn is lead on a team of professionals who focus on providing quality advice and exemplary services to affluent families and successful business owners.

John has been a leader and top performer in investment and wealth management since 1980. His personal commitment to understand the complex planning needs and appropriate financial alternatives for the higher net worth investor and private business owner is evidenced through his attainment of the CERTIFIED FINANCIAL PLANNER^™ certification, Chartered Retirement Planning Counselor℠ and Certified Divorce Financial Analyst^® professional designations.

He joined Merrill to enhance his teams access to wealth management planning tools, research, alternative investments, global markets and enhanced service models that help address an affluent client's needs. His team also offers access to personalized banking guidance and lending services through Bank of America, N.A.

The experience and knowledge gained from his leadership in the financial industry has provided John a mature insight and empathy into the challenges faced by affluent clients.

John received his BA in Economics from the State University of New York at Albany and holds FINRA Series 7,63,24,53,& 65 registrations. He also follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in our community.


*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.