John Taphorn
,

First Vice President, Wealth Management Advisor

600 Rockmead Drive
Kingwood, TX 77339
281.348.9411
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

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 CounselorTM and Certified Divorce Financial Analyst® professional designations.

He joined Merrill Lynch Wealth Management 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 and his wife, Mary, have a daughter and son, Jennifer, a graduate of Texas A&M who works and resides in NYC, and Robert, a recent graduate of UT at Austin, with a degree in Economics, who is presently in training at Merrill Lynch Wealth Management.

*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. 

I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
John Taphorn is registered to do business in AL, CA, CO, CT, FL, GA, ID, IL, LA, MA, MD, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, WA, WV.