John McDermott
John A. McDermott,
CFP®
Retirement Plan Advisor Newtown, PA

John cares deeply about his clients and the multi-generational relationships he has formed over his 30 years in investment management. John spent the first 26 years of his career at Wells Fargo Advisors legacy firm A.G. Edwards & Sons, serving as both a Branch Manager and Financial Advisor. This dual role awarded John with tremendous knowledge and perspective on understanding the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

John delivers deep analytical support to our team. He strives to create long-term, meaningful relationships with his clients and provides them with personalized financial planning advice. As your life and your needs as an investor evolve, so will your vision for the future and your risk tolerance. John will be with you every step of the way offering sound advice and customized financial solutions.

A thoughtful, attentive advisor, John’s underlying mission is to develop, implement and monitor appropriate plans designed around his client’s specific goals. He takes the time to explain his recommendations and will be sure you are comfortable with your new plan. He uses a hands-on approach, meeting with clients on a regular basis to ensure investments remain suitable and for opportunities to adapt to life changes.

John graduated from Trinity College with a bachelor’s degree in economics. He currently lives in West Hartford with his wife, Melissa, and his children, Brianna and Jack. As an avid ice hockey fan, John spends most weekends traveling to cheer on Jack and his team.