Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
John joined Merrill in 2012. Utilizing a team-based approach, he is dedicated to helping young professionals understand the impact that wealth management can have at an early age. Many are growing their careers, starting families, buying a home, paying off student loans or perhaps even saving for their child’s college education. John strives to understand their goals and provide direction and clarity for their financial future.
Dedicated to providing a high level of attentive service, he looks beyond clients’ investments and welcomes the opportunity to help them organize and simplify their financial lives. To aid him in addressing clients’ unique situations, he draws not only on his own knowledge, but also on a team of specialists with deep experience in such areas as credit and lending and trust and estate planning strategies.
At the core of John’s services is a systematic and disciplined wealth management process. He is committed to providing extraordinary service to clients and takes the time to understand their unique life situations, financial resources, investment personalities, concerns, goals and priorities. With a clear view of who clients are as investors, he can work with them to help select an appropriate mix of strategies that makes the most efficient use of their financial resources.
John educates and keeps clients informed about economic and financial market conditions that might impact their progress toward short- and long-term goals. He conducts regular reviews to help keep their strategies and portfolios aligned with their changing goals and circumstances.
John earned his bachelor’s degree in finance from Texas Tech University in Lubbock. He and his wife, Ashley, live in Aledo with their two sons. In his spare time, John enjoys playing golf, hunting, fishing, and spending time at his family’s ranch.
Learn about the MyMerrill Mobile App.
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.
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.