For more than 20 years, John has helped his clients pursue their goals and address their priorities by crafting financial strategies focused on each individual’s specific situation and needs. John has dedicated his career to delivering personalized investment planning, applying his extensive experience in guiding clients through every type of market environment.
John’s true passion is fostering lasting relationships with his clients. He finds great fulfillment in helping them be prepared for crucial financial events in their lives. He knows that financial matters can be complex, so he always takes the time to make sure his clients have a good understanding going forward.
As a Certified Financial Planner™ professional, John has attained the prestigious CFP® certification, one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning.
In 1993, John began his career as a business analyst with Wachovia Bank in Winston-Salem, North Carolina, where he developed an in-depth understanding of corporate and business banking. He later joined Wachovia Investments in 1998 as an investment consultant, a predecessor firm of Wells Fargo Advisors, in Merritt Island, Florida.
Now with Raymond James, John continues to maintain his core values and best practices with a great emphasis on integrity, knowledge, results and stability.
John grew up in Springfield, Virginia, a suburb of Washington, D.C. He is a graduate of Robert E. Lee High School and has a degree in finance and management from the Pamplin School of Business at Virginia Tech.
John and his wife, Jennifer, have lived in Viera, Florida, since 1999. His office is also in Viera, on Village Drive, just off of Murrell Boulevard. Away from the office, John enjoys spending time with his wife, Jennifer, and their sons, Joseph and Jack. He enjoys an active outdoor lifestyle and has coached various youth sports in the Viera Suntree area from 2005 to 2016.
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.