Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
John joined Merrill 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 personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill 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 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
Forbes "Best-in-State Wealth Advisors"
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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.
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.
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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.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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.