John Layug, MBA
Client Relationship Manager
A Registered Representative and financial planning specialist, John has been in the industry since 1992 and exclusively with Peter Maller since 2012. He collaborates with Peter to assure the planning, implementation and service needs of the high net worth clients he supports are met with accuracy and timeliness. John engages in daily meetings or briefings with Peter so that he is kept fully aware of client objectives and performs the necessary steps to ensure those objectives are met. He provides a seamless service experience by effectively coordinating communication between his clients, their other advisors and the Maller Wealth Advisors’ Planning & Investment Group.
Prior to joining the Maller Wealth Advisors team, John was a financial advisor with NFP Securities, Inc., and Raymond James Financial Services, Inc. While at these firms, John specialized in the research and risk management of client portfolios as well as in the creation of portfolios of individual stocks and bonds. He developed a process of analyzing and tracking individual stocks for his clients, including a disciplined strategy of buying and selling positions while being mindful of the tax impact where necessary. John also maintained and provided monthly performance reporting to his clients through the Advent Axys performance software.
Education and Certifications
- Bachelor’s in business administration from Loyola University Maryland
- Master of Business Administration with concentration in finance from Loyola University Maryland
- Series 7, 63 and 65 registered
- Life and health insurance licensed
- Baltimore Estate Planning Council
On a Personal Note
John lives in Dulaney Valley, Md., with his wife and son.