Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
With over 30 years in the financial services industry, John joined Merrill Lynch Wealth Management in 2011 and today focuses on serving high net worth families, business owners, corporate executives, pre-retirees and retirees. He received his bachelor's degree in Economics from Boston College in 1989 and his Juris Doctor in Trusts and Estates from Suffolk University Law School in 1998.
Community involvement is an integral part of how I interact with clients and communities. I am enthusiastically involved with volunteering and fundraising for organizations such as Newton Youth Sports, West Suburban YMCA, The Francis Ouimet Scholarship Fund, Dana Farber and Golf Fights Cancer among others. Let me show you how my professionalism and dedicated client service could benefit you and your family. Contact me at your earliest convenience.
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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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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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.