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 New Jersey, and enjoys spending time with his family and friends, as well as giving back to the community and serving local charitable organizations.

Previous Experience

  • Wealth Management Advisor, Senior Vice President – Wealth Management at Merrill Lynch Wealth Management, Bank of America Corporation

Education & Credentials

  • BS, Loyola University Maryland – Sellinger School of Business, Business and Management