John Bonatakis

CFP®, CPFA, MBA
CERTIFIED FINANCIAL PLANNER
Certified Plan Fiduciary Advisor
Associate Vice President, Investments

Working with his team, John delivers the comprehensive investment and financial services capabilities of Raymond James to prosperous individuals, businesses and non-profit entities. While working towards positive outcomes, John seeks to convey to clients an understanding of often complex financial concepts and strives to respond quickly and effectively to their investment needs.

John’s career in financial services began in 1984. He partnered with his brother, Charles at Paine Webber in 1988 and was associated with Morgan Stanley before joining Raymond James in 2009.  John is a graduate of Western New England University, Rensselaer Polytechnic Institute at The Hartford Graduate Center, and a graduate of the CFP® Curriculum at American College.

Originally from Springfield, Massachusetts, John currently resides in Longmeadow, Massachusetts and Tarpon Springs, Florida with his wife Cheryl. John and Cheryl love to travel and entertain with friends, family and good food. Additionally, he enjoys scenic motorcycle rides, music and playing the guitar, and carrying on a family tradition of winemaking.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.