Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill 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 as a Vice President and Senior Financial Advisor in 2009. Prior to joining Merrill, 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 tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
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, 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 periodically 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.
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.
We will work to help you stay on track, regardless of what the markets are doing.