John Kovacs
Managing Director
John Kovacs is a Managing Director and our Palm Beach Gardens office lead. He brings over two decades 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. He prides himself on his attention to detail and his responsiveness to the needs of his clients, providing them with the peace of mind that their financial house is in order and in good hands.
In addition, John works extensively with many professional golfers and other athletes, helping them navigate the unique financial challenges and opportunities presented to them throughout their career and beyond. His goal is to help simplify his clients’ financial lives by offering a full range of planning services, including but not limited to financial planning, investment management, charitable planning, and tax management.
Previously, John was a Managing Director at a predecessor firm, initially launching his career in 2001 at Morgan Stanley and then Merrill Lynch. In 2025, he was named to Forbes' list of Best-In-State Wealth Advisors and AdvisorHub's list of Advisors to Watch: RIAs*. 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.
In addition, John works extensively with many professional golfers and other athletes, helping them navigate the unique financial challenges and opportunities presented to them throughout their career and beyond. His goal is to help simplify his clients’ financial lives by offering a full range of planning services, including but not limited to financial planning, investment management, charitable planning, and tax management.
Previously, John was a Managing Director at a predecessor firm, initially launching his career in 2001 at Morgan Stanley and then Merrill Lynch. In 2025, he was named to Forbes' list of Best-In-State Wealth Advisors and AdvisorHub's list of Advisors to Watch: RIAs*. 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.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
