John Hanlon Bio Photo

John Hanlon

Wealth Management Consultant
Wealth Solutions, Raymond James

John Hanlon serves financial advisors and their clients by building strong relationships and working collaboratively to ensure that the best outcome for the client is achieved. John is passionate about working with financial advisors and their clients to help meet their family wealth goals. He strives to develop both a personal and professional relationship with financial advisors and be viewed as a valued member of their extended team. As a Wealth Management Consultant, John works together with financial advisors to oversee a comprehensive process to help clients articulate their goals and dreams, provide suggestions on strategies, create a timeline for implementation and assist them with follow-through.

For more than 30 years, John has understood the importance of financial planning and has developed an expertise in wealth conservation and transfer strategies, charitable planning, business disposition and the use of insurance in financial planning. He earned a Masters’ of Science in Financial Services from The American College and his B.A. in Business Administration from Rollins College. John values ongoing education to continue to grow and expand his expertise, and to that end, he has completed several distinguished industry certifications that demonstrate his commitment to wealth management planning.  He has earned the Certified Private Wealth Advisor® (CPWA®) designation, specifically designed for wealth managers who work with affluent clients, focusing on the life cycle of wealth: accumulation, preservation and distribution. He has also completed the rigorous Chartered Financial Consultant® (ChFC®) program, which focuses on creating plans and financial planning for the future. In addition, he achieved the Chartered Life Underwriter (CLU®) designation to demonstrate his breadth and depth of knowledge in insurance and how to manage risk.

John and his wife, Mary, enjoy spending time with their family including three active grandchildren. He is an outgoing person who relishes the opportunity to meet new people and share life experiences. John stays active by hiking, a favorite spot is Yosemite National Park, and by playing competitive golf. He embraces his love of music by singing backup vocals and playing percussion in a contemporary Christian rock band at his church. 

Investment Management Consultants Association® (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.

Wealth Strategist, Wealth Solutions
Raymond James // T 727.567.2547
880 Carillon Parkway
St. Petersburg, FL 33716

Kevin brings 21 years of solid financial planning experience to his role at Raymond James. Before joining the company in 2006, he was an attorney in Clearwater, Florida, practicing estate and gift tax planning, as well as representing business owners and high-net-worth families. Before that, he was a tax manager at an international accounting firm in Miami. Kevin’s responsibilities include consulting with financial advisors and their clients regarding financial planning, as well as income, gift, estate and charitable tax planning. His areas of expertise include reviewing, interpreting, summarizing and explaining sophisticated estate plans; income tax planning and tax reduction strategies; wealth transfer planning; financial and estate planning; succession planning for business owners; stock compensation planning for corporate executives; and planned charitable giving. Kevin attended the University of California at San Diego, where he received his bachelor’s degree in economics and political science. He earned his Juris Doctor at the Ohio Northern University Claude W. Pettit College of Law and his LL.M. from the University of Florida Levin College of Law. He holds Series 7 and Florida 2-15 health and life (including annuities and variable contracts) licenses. Kevin’s memberships include the Florida Bar and the Real Property, Probate and Trust Law section of the Florida Bar.

In his spare time, you’ll find Kevin hiking on and maintaining Florida
nature trails.