With the knowledge that comes with more than 36 years of experience in the financial services industry, John puts his “family first” mentality into his planning every day. Successfully raising a family, educating his children and balancing it all with his career growth, John draws on his own life experiences in planning for his clients. His approach recognizes that many of us want to do all we can to provide for the current and future needs of our children, our parents, our extended family and, of course, our own retirement. John understands that balancing act and puts forth a realistic plan to help you pursue the goals that are truly most important to you, your family and your retirement.
With expertise in retirement planning, estate planning, college education planning, life and long-term care insurance, Social Security and Medicare planning, John creates a thorough and custom plan to address the most important issues for you and your family. His recommendations are made solely in the interest of providing the highest value and benefit to you. He works hard to help you pursue your financial goals, taking into account your time horizon and risk tolerance.
At Raymond James, John has access to the financial expertise and planning tools of one of the largest independent financial services firms in the industry. He is free to choose his own investments and strategies without bias from any financial institution. This independence allows John to continue with his preferred way of doing business – doing what is best for the client at all times. If you have a question or concern, he answers promptly, completely and truthfully while providing you with all of the information you need to make proper decisions for what is right for you. He collaborates with the team to draw on their specific strengths and experience to address the complexities of your specific situation.
With his lengthy experience in the industry, from the smaller regional firms like Wheat First Butcher Singer to his 10-year tenure at Smith Barney and 13 years with his team at Wells Fargo Advisors, John knows the type of firm that works best for him and his clients. He found the right platform and client-first culture to provide a personalized client experience at Raymond James, where he moved his practice in 2022.
John is a graduate of Penn State University and earned a Bachelor of Science in finance. He has been a registered investment adviser since 1986 and holds his Series 7, 63 and 65 registrations as well as life, accident and health insurance licenses.
John and his wife, Amy, live in the North Hills suburb of Pittsburgh, where they raised two daughters. They enjoy spending time together as a family whenever possible. John and Amy are passionate about staying active and enjoy boxing, biking, hiking, skiing, golfing and paddle tennis. They are involved in their church and community and support several charitable organizations that are important to them.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.