Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
John has been an advisor for over 31 years. He has focused his teams business on Goal – Based Wealth Management & Legacy Planning. This is a holistic approach to advising and helping clients manage the unique aspects of their financial lives. John and his team focus on creating detailed wealth management strategies that are specific to each client. These strategies serve as the framework for which we develop our asset allocations and investment recommendations and plans. We analyze spending, family budges, review current holdings, analyze fees, and make recommendations and any necessary referrals to fully actuate your strategy to peruse your needs, hopes and wishes.
Mr. Campeau clients include many entrepreneurs who have experienced substantial liquidity events as well as, corporations, CEO`s, Medical Practitioners, and we have distinct segment of our practice that caters to entertainment professionals (both artists + business people) in the NY & CT entertainment communities. Mr. Campeau was the financial expert for ABC News Channel 8 for over 10 years and has been a panelist on MSNBC`s Buchanan & Press.
Mr. Campeau is an adventurer in heart. He was an avid freestyle skier for many years. These talents feed to a second “career” announcing various stops on The World Cup Ski Tour. Additionally he has appeared in several Warner Miller ski films and was the freestyle skiing announcer for the Mogul + Aerial events at the 2002 Winter Olympics in Salt Lake City.
Mr. Campeau’s interests are design, film & photography. He lives in a converted/renovated convent in Wooster Square that he and his wife Kate rehabilitated.
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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 Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.