John A. McDermott,
CFP® Retirement Plan Advisor Newtown, PA
John McDermott, CFP® is a Senior Investment Portfolio Analyst with Raymond James, bringing over 13 years of experience in delivering customized investment consulting and retirement plan solutions for employers and their leadership teams. He partners closely with HR professionals and plan sponsors to design, implement, and optimize retirement programs that enhance participant outcomes while addressing fiduciary responsibilities.
John’s expertise includes investment strategy, portfolio construction, and retirement plan oversight, with a focus on aligning benefits programs with broader workforce and financial goals. As a Certified Financial Planner™ professional, he applies a comprehensive and disciplined approach to helping organizations navigate complex financial decisions.
He is dedicated to providing practical, data-driven solutions that improve employee financial wellness and strengthen the overall value of employer-sponsored retirement programs. John graduated summa cum laude from Temple University with a concentration in Finance.
