Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
John has been an advisor for over 34 years. He has focused his team's business on goal–based wealth management and 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, investment recommendations, and plans. We analyze spending, family budgets, review current holdings, analyze fees, and make recommendations. Additionally, we will make any necessary referrals to fully actuate your strategy to pursue your specific goals and financial needs.
Mr. Campeau's clients include many entrepreneurs who have experienced substantial liquidity events, as well as corporations, CEO's, medical practitioners, and we have a distinctive segment of our practice that caters to entertainment professionals (both artists + business people) in the NY & Los Angeles 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 at heart. He was an avid freestyle skier for many years. These talents led to a second “career” announcing various stops on The World Cup Ski Tour. Additionally, he has appeared in several Warren 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, and surfing. He lives in a converted/renovated convent in Wooster Square that he and his wife Kate rehabilitated.
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.
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 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.
We will work to help you stay on track, regardless of what the markets are doing.
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.