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Profile

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 and daughter. In his spare time, John enjoys playing golf, hunting, fishing, and spending time at his family’s ranch.

*Credit and Lending Services are through Bank of America, N.A.

    Additional Resources

    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.

    Toni Valdez

    Wealth Management Banking Specialist

    Merrill

    Daniel Scalley

    Wealth Strategies Advisor

    Bank of America, N.A.

    Jocelyn T Smith

    Retirement Specialist

    Bank of America, N.A.

    Where do we begin? It starts with you.

    At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

    Understanding Your Life

    Welcome

    My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you’d like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

    Philosophy

    I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

    Capabilities

    Merrill’s process is designed to help deliver a customized, comprehensive experience to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one-on-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

    Staying on Track

    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.



    Reviews to help you
    stay on track

    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.



      Changes in your life
      and to your goals

      Your life and goals change. As these changes occur, we can update your approach to reflect them.

      #DigitalMerrill

      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

        Let’s Have a Conversation

        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.

        Why Merrill?

        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.


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        We put you first, every day.
        Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.

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        Transcript of Video 

        No question too big or moment too small
        For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.


        The Power of the Right Advisor®
        Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.

        Personalized advice from a dedicated financial advisor.

        We get to know you and your family, your financial situation and what matters most to you.

        A comprehensive approach, built around your life’s priorities.

        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.

        Adjusting your investment approach as your life and the markets change.

        We will work to help you stay on track, regardless of what the markets are doing.