Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
With over 20 years of experience in the financial industry, John joined Merrill Lynch in 2017. Offering clients a complete wealth management plan focused on their goals, John has dedicated himself to thoroughly understanding the priorities and needs of executives going through job loss, having successfully navigated a five month job search following a job elimination. John provides these executives and their families with personalized attention, helping them identify their financial goals and needs, coaching them through this stressful time and striving to become their long term trusted advisor.
John starts with listening and understanding his client’s complete situation, preferences and goals, using this information to build a profile.
Next he develops a goals based strategy to work towards those goals.
John also strives to build an informed client base through periodic contact and content so they are equipped to make decisions from a place of knowledge.
Tying it all together, John meets with his clients periodically to monitor their situation and make adjustments accordingly.
Breadth of Options
John creates a customized blend of services leveraging the insights of Merrill Lynch and the access to banking conveniences from Bank of America. The investment strategies may include equities, fixed income, alternative investments, ETFs and other types of investments. In addition, John can offer clients access to banking, credit and lending from Bank of America N.A.
John grew up in Cleveland, Ohio and attended the University of Cincinnati for his BS in Marketing. He then received his MBA from Northern Kentucky University. John’s 20 plus years in the industry include 12 years at Fifth Third Bank and over 8 years at Fidelity Investments. Residing in Pleasant Ridge with his wife Marsha and their 2 boys Will (10) and Ryan (7), John also volunteers as Scout Master for his son’s school Cub Scout pack and coach of their soccer teams. A certified car nut John also enjoys most anything related to cars and hanging out with his family.
He currently holds the Series 7 and 66 FINRA registrations.
Northern Kentucky University
University Of Cincinnati
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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.