Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
John feels privileged to bring clients new opportunities and innovative strategies – continuing a family legacy of creating asset longevity through highly personalized strategies. Employing an outcomes-based approach to investments, John develops financial strategies that are collaborative and client focused. He offers a holistic approach that unifies multiple financial disciplines including asset allocation, trust and estate planning services, charitable giving, and access to customized credit through Bank of America.
John began his career as a litigation attorney and has handled dozens of contested trials including: Divorce, Paternity, Criminal, Probate, Foreclosure, Eminent Domain, and HOA Dispute. He later transitioned his career to focus on appellate law. John has argued before every district court of appeal in Florida. John does not provide legal advice in his role as a financial advisor.
John is a fully licensed financial advisor and passionately helps clients pursue their financial goals. He genuinely cares about his clients’ financial well-being and is committed to delivering the highest level of service. His passion is fueled by the knowledge he makes a positive difference in the lives of his clients. He is committed to helping his clients meet financial challenges at every stage of life.
John lives with his wife and two year old son in Alamo, CA. In his spare time, John is an avid reader and loves outdoor activities including hiking, skiing and traveling.
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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.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Structured Credit Executive
Bank of America, N.A.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
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.