John Clark

WMS, CIMC
Vice President, Investments

John is committed to overseeing the multi-dimensional financial needs of each family and each business that seeks solutions in an ever-changing financial world. He has been in the business for 34 years.

He holds Series 7, 31, 63, and 65 licenses, is licensed in Life, Health, and Long-Term Care insurance, and is a Registered Investment Advisor Representative. John is a Certified Investment Management Consultant (CIMC), and a Certified Wealth Management Specialist (WMS). He received his Bachelor’s of Science degree from Indiana University, Bloomington. John’s personal time is spent working with various charitable organizations.

*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.