Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
As a Merrill Lynch financial advisor, I strive to be the best in my field by assisting families and individuals in the development of long-term financial strategies. I help clients organize their personal and business finances so they can fulfill their dreams. My goal is to become a trusted resource to each client so that they may rely on me for financial advice and guidance in their pursuit of personal, financial and professional success. I do this by listening to them to fully understand their current situation and future objectives, as well as potential concerns. I then create customized investment strategies designed to help each client achieve their financial and life goals. I pride myself on following a disciplined wealth management process built on time-tested investment principles while allowing the flexibility to adapt to a rapidly changing economic climate. My service-focused approach, combined with my financial strategies, allow each client to concentrate on their priorities at each stage of life.
John Garcia joined Merrill Lynch as a Vice President - Wealth Management and a Senior Financial Advisor in 2009. Prior to joining Merrill Lynch, he was a Financial Advisor with Smith Barney. He holds a Chartered Retirement Planning CounselorSM designation. He received a B.S. degree in Aeronautical Engineering from Purdue University in 1990 and a M.B.A. from Stanford University in 1992. John lives in Carmel, Indiana with his wife, Mary Kay, and their sons, Jeremy and Jason.
CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Purdue University System
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Supported by the global resources of Merrill Lynch, 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 Lynch, trust and fiduciary services from U.S. Trust, 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.
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 give you peace of mind* that you're on track to help 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 destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*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. 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 financial 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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, 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.