Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
John works closely with successful individuals and families to create goals based wealth strategies that align with their priorities, values, needs and goals.
John began his career in Merrill's Junior Executive Training (JET) Program where he worked in Asset Management. Upon graduating from business school, John moved to the institutional side of finance where he developed derivative strategies for the world’s largest hedge funds, endowments, pension funds, asset managers and sovereign wealth funds. John has also been a Visiting Lecturer at the University Of Virginia McIntire School Of Commerce.
John earned a Bachelor of Business Administration from Southern Methodist University and a Master of Business Administration from the University of Michigan. He earned his Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the Yale School of Management's Wealth Management Theory & Practice program.
John lives in Southern Albemarle with his wife, Janine, and their two sons. He is a member of the Southern Environmental Law Center’s Next30 committee. He is a skier and a fisherman.
Southern Methodist University
University of Michigan
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.
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.