John is a Managing Director of Innovative Wealth Managers and a Wealth Planning Strategist with Raymond James. With more than 30 years of financial services experience, he works with individuals and families to develop financial strategies aligned with their goals, priorities and circumstances.
John began his financial services career on Wall Street in 1996 and later moved into a management role, where his responsibilities included strategic initiatives involving financial technology and financial planning. In 2001, he joined a mutual fund company as a regional director, gaining additional experience in asset allocation, portfolio management and the investment industry.
In 2010, John returned to working directly with individuals, focusing on financial planning and investment guidance. He takes a personalized approach to understanding each client's financial circumstances, objectives and priorities and developing strategies designed around those needs.
John values building long-term client relationships and helping individuals and families navigate financial decisions through different stages of life. He also remains engaged with developments across the financial services industry and evolving market conditions.
Outside the office, John and his wife, Stephanie, enjoy spending time with family and friends, playing padel and spending time with their dog, Rudy. John also enjoys skiing, racquetball and collecting and playing guitars.