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 in this dynamic environment.
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. He earned the CERTIFIED FINANCIAL PLANNER® designation and the National Association of Plan Advisors (NAPA) designation -Certified Plan Fiduciary Advisor (CPFA®) which facilitates an active role in 401K plan management.
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
