As a private wealth advisor and CFP® with 32 years of experience, John helps his nationwide clientele build, preserve, and tax-efficiently manage their wealth. He creates a comprehensive wealth management plan for each family and recommends the most appropriate investment approach to meet their customized financial needs. With an unwavering focus on client service, accessibility and responsiveness, John is a seasoned veteran advisor who guides his clients through the challenges and opportunities of today's markets.

John joined Raymond James in 2018 after 25 years at A.G. Edwards, where year after year, he ranked in the top 2% nationwide at the firm. At his prior firm, John was among an elite group to be selected to attend the Barron’s Winner’s Circle Top Advisor conference for the past 10 years. *

John’s non-profit board and leadership experience has included Chairman of the Alumni Trustee Search Committee for Dartmouth College, the Eisenhower Presidential Library Foundation, the Florida board of The Nature Conservancy, the Indian River Land Trust, Dartmouth Alumni Council, President of the Dartmouth Club of Rochester, Investment Committee Chairman and the Rochester Area Community Foundation, the Genesee Valley Club, Rochester Institute of Technology’s College of Liberal Arts, and his Episcopal church.

John graduated from Dartmouth College and completed studies at Oxford University as well as an MBA. He and his wife, Sarah, have 28-year-old twins, a son and daughter, who both live in New York City.

* Raymond James & Associates is not affiliated with the above independent organizations. This recognition may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Attendees of the Barron’s Winner’s Circle® conference comprised advisors listed in the Barron’s Top 100 Financial Advisors as well as 400 advisors selected by their firms to attend this event. John’s prior firm partnered with Barron’s to ensure their top Financial Advisors were invited to attend each conference. No fee was paid in exchange for this recognition.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.