Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 Lynch Investment Advisory Program for which only a select group of ML 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 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 Lynch 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 monitors that portfolio on an periodic basis. Both ML Wealth Management and John place the highest priority on helping to ensure your investments are suitable 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 Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Oregon State University
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Supported by the global resources of Merrill Lynch, 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 Financial Advisor if you have questions about how a specialist might be able to assist you.
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We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.