Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
John is a Financial Advisor with The 712 Investment Group, with offices strategically located in New York City and San Francisco. After receiving his B.S. from LeMoyne College in Syracuse in 1989 he began his professional career with Merrill Lynch Wealth Management on the trading floor of The New York Cotton Exchange. In 1993 John formed his own company that began his 21 year career as a trading member of The New York Board of Trade (ICE), The New York Mercantile Exchange (NYMEX), and The Commodity Exchange (COMEX). In 2014 John joined The 712 Investment Group at Merrill Lynch Wealth Management as a Financial Advisor, utilizing the skills he developed regarding market analysis, trading, and investing.
The 712 Investment Group is a multidisciplinary team of highly skilled, compassionate financial professionals with more than 100 years of combined financial services experience helping to ensure that your unique goals are met. Our goal is to guide you in developing strategies for the many scenarios you may face:
• Investment & Retirement Income Planning
• Education Funding Strategies
• Banking and Lending Services
• Philanthropy/ Charitable Giving
• Wealth Transfer/ Estate Planning Services
Our team helps clients’ meet long-term goals with an orchestrated, disciplined process built on a foundation of trust and unbiased advice. Our process has been designed and refined to simplify matters for clients and help them meet the financial challenges for their families and businesses. To deliver our goal, we have combined the intimacy of a small, boutique family office with the investment insights of Merrill and the banking strength of Bank of America.
John and his wife, Margaret, live with their three children in Manhasset, New York where he enjoys golf, crossfit, and cooking for family and friends. John has been actively involved in youth sports coaching CYO basketball and PAL lacrosse.
*Access to financing, banking, credit and/or lending services are available through Bank of America, N.A.
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 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.