
John brings more than 16 years of industry expertise in serving the needs of successful individuals, families, and business owners to his role. He works diligently as a trusted advisor to clients, providing the highest level of fiduciary service in helping them manage, grow, and preserve their wealth responsibly. Before joining the team, John honed his wealth management skills at both Morgan Stanley and Merrill Lynch. He holds a bachelor’s degree in Business and Management from Loyola University Maryland’s Sellinger School of Business, where he also competed on the school’s golf team. He currently resides in Florida after moving from…
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