John serves financial advisors and their clients with $25 million-plus in investable assets by offering custom wealth management strategies and working collaboratively to ensure that the best outcome for the client is achieved.
John is passionate about working with financial advisors and their clients to help meet their family wealth goals. He strives to develop both a personal and professional relationship with financial advisors and to be viewed as a valued member of their extended team. As a private wealth consultant, John works together with financial advisors to oversee a comprehensive process to help clients articulate their goals and dreams, provide suggestions on strategies, create a timeline for implementation and assist them with follow-through.
For more than 30 years, John has understood the importance of financial planning and has developed an expertise in wealth conservation and transfer strategies, charitable planning, business disposition and the use of insurance in estate planning. He earned a Master of Science in Financial Services from The American College and his B.A. in Business Administration from Rollins College. John values ongoing education to continue to grow and expand his expertise, and to that end, he has completed several distinguished industry certifications that demonstrate his commitment to wealth management planning. He has earned the Certified Private Wealth Advisor® (CPWA®) designation, specifically designed for wealth managers who work with affluent clients, focusing on the life cycle of wealth: accumulation, preservation and distribution. He has also completed the rigorous Chartered Financial Consultant® (ChFC®) program, which focuses on creating plans and financial planning for the future. In addition, he achieved the Chartered Life Underwriter (CLU®) designation to demonstrate his breadth and depth of knowledge in insurance and how to manage risk.
John and his wife, Mary, enjoy spending time with their family, including three active grandchildren. He is an outgoing person who relishes the opportunity to meet new people and share life experiences. John stays active by hiking (a favorite spot is Yosemite National Park) and by riding his Peloton bike. He embraces his love of music by singing backup vocals and playing percussion in a contemporary Christian rock band at his church.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James does not provide tax or accounting services.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.