Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
John began his financial services career with Merrill Lynch Wealth Management in 2003. Throughout his career, he has worked with public corporations as they explore alternative administrative solutions and operational efficiencies for their equity programs. Additionally, he works closely with executive-level plan participants, educating them on their equity awards and defining their role when addressing complex financial needs.
In 2016, John expanded the team’s practice to begin working with founders and key associates of privately held companies, helping to appropriately position their equity ownership within the context of a broader wealth management plan. Working in conjunction with estate attorneys and CPAs, he helps clients prepare for an efficient liquidity event, with the goal of preserving their future wealth.
Both public and private employers seek John’s guidance in the creation and delivery of educational materials to their equity plan participants. To support this education offering, John has developed and coordinated a national network of Merrill advisors with a high-level of expertise in equity compensation.
John earned a bachelor’s degree in Finance from Kent State University in Ohio. He is an Equity Plan Consultant, a Retirement Benefits Consultant, as well as a member of the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO).
John and his wife, Kelly, reside in Westwood, Massachusetts with their two children.
Kent State University
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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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
ISG Portfolio Strategist
Senior Wealth Management Lending Officer
Bank of America, N.A.
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.
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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.
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.