Point Lookout: 9 Lido Blvd, PO Box 40 | Point Lookout, NY 11569
John is Managing Partner of Innovative Wealth Managers and a Wealth Planning Strategist with Raymond James, bringing four decades of financial services experience to his work with clients.
John began his financial services career in 1986 with Dreyfus Mutual Funds. In 1994, he founded his own firm, where he spearheaded technological innovations designed to enhance how employee benefits are communicated and managed on both a local and national level.
John is active and his community with interests in bone marrow donation and patient assistance. He has also been a longtime supporter of his alma mater, serving on Geneseo’s foundation board.
Raymond James is not affiliated with the above organizations and/or charitable causes.