Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
John joined Merrill Lynch in Chicago Illinois in 1997. Since then John has worked with clients creating and maintaining wealth management strategies to help them pursue their short and long term financial goals.
John's approach to wealth management is consultative, and he is committed to excellence. He takes time to listen to and review client's financial situation, preferences and goals. He offers recommendations for asset allocations designed to accurately reflect each client's income and growth goals. John follows up with discussions covering a wide range of opportunites, including investments, retirement, estate planning services and philanthropy.
John is a qualified Portfolio Manager. A Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own prsonalized or defined srategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. John holds the Chartered Retirement Planning Counselor℠ or CRPC® designation.
In addition to his attention to investing, John can offer clients access to a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
John received a bachelor of science from Illinois Institute of Technology. After a brief career as an engineer he started his career with Merrill Lynch as a Financial Advisor. John stays connected to his engineering background by being a member of the President's Counsel at the Chicago Museum of Science and Industry.
John, his wife Christine and their two daughters live in the Old Town Area of Chicago.
*Asset allocation does not ensure profit or protect against loss in declining markets.
Illinois Institute of Technology
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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.
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.
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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. Merrill Lynch Wealth Management 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 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.