Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
John has been a financial advisor since 1994. He has spent 21 years as a Naval Flight Officer in the US Navy. John has been a finance analyst and manager for wireless and information technology companies. He holds the following degrees: Bachelor of Science degree from Oregon State University, MBA in Financial Management, National University, US Navy Airborne Early Warning Weapons School (Top Gun). He also holds a CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc. and holds the Certified Portfolio Manager designation awarded by the Academy of Certified Portfolio Managers.
John is a Senior Portfolio Manager through Merrill Investment Advisory Program for which only a select group of Merrill Lynch Wealth Management’s Financial Advisors qualify. Through the Investment Advisory Program, he can make investment decisions in-line with your goals and risk tolerance. These are the benefits of the Investment Advisory Program.
PERSONAL PORTFOLIO MANAGEMENT — John is a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of other Merrill Advisors’ clients.
CUSTOMIZED SERVICE — John will allocate your portfolio to help meet your specific needs and position it to take advantage of opportunities the market presents. Of course, John will demonstrate personal integrity and the ability to provide RISK MANAGEMENT- John gets to know you and your specific needs, goals and tolerance for risk. Based upon this, John develops a portfolio for you and reviews that portfolio on a periodic basis. Both Merrill Lynch Wealth Management and John place the highest priority on helping to ensure your investments are appropriate for your stated investment objectives
As a CERTIFIED FINANCIAL PLANNER™ professional, John is also qualified to advise you in Retirement and estate planning services.
John is married to Cheryl Taylor, he is the father of four daughters. John enjoys flying and fishing.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. CPM® is a registered service mark of the Academy of Certified Portfolio Managers.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Oregon State University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Structured Credit Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.