A CERTIFIED FINANCIAL PLANNER® and Accredited Estate Planner, John was previously a Financial Advisor with NFP Securities, Inc., and Raymond James Financial Services, Inc.
John works closely with his business owner, professional and high-net worth clients. He develops customized plans for wealth accumulation, preservation, and growth by utilizing investment, estate, risk management, business succession and tax management strategies.
John works closely with his team to ensure that the planning, implementation, and service needs of his clients are met with accuracy and expedition. Through his client meetings and briefings with his team, John is fully aware of client objectives and holds the responsibility of ensuring those objectives are met. He coordinates communication between the client, the outside advisors, and our Planning & Investment Group.
John holds a Bachelor’s degree in Business Administration, and a Master of Business Administration degree with a concentration in Finance from the Sellinger School of Business and Management of Loyola University in Maryland. John lives in Towson, MD with his wife and son. He holds the Series 7, 63, and 65 securities registrations as well as the Life and Health insurance license. John is a Registered Representative of Osaic Wealth. John maintains his CFP® certification. John also holds the AEP® (Accredited Estate Planner) designation and is a member of the Baltimore Estate Planning Council.
Education and Certifications
Bachelor’s in Business Administration from Loyola University Maryland
Master of Business Administration with concentration in Finance from Loyola University Maryland
CERTIFIED FINANCIAL PLANNER™
ACCREDITED ESTATE PLANNER®
Series 7, 63, and 65 registered
Life and Health Insurance licensed
Current Memberships
Baltimore Estate Planning Council
