A CERTIFIED FINANCIAL PLANNER™ practitioner with more than seven years of experience in the financial services industry, John uses his strong belief in giving back to his community as he works on a daily basis to help ensure his clients’ financial needs are taken care of. By voluntarily completing the CFP® Board’s rigorous certification process, John has taken an extra step to demonstrate his professionalism. As a CFP® professional, he has committed to meeting the board’s continuing education requirements and practicing with higher ethical standards.
Prior to joining Raymond James with his team in 2015, John was employed in the high-level role of financial advisor with Morgan Stanley and Davenport & Company for more than six years. He earned his bachelor’s degree from the University of North Carolina at Chapel Hill in 1998.
Active in his community, John is a member of White Memorial Presbyterian Church and is an active volunteer with a number of local charities. He also serves as vice president of TADS, an organization that raises money for dental mission projects in North Carolina.
John makes his home in Raleigh with his wife, Elizabeth, and their children, William and Emily. In his free time, John enjoys golfing, fly-fishing and mountain biking.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.