John Gleason

John Gleason,

CRPS® Financial Advisor, RJFS

John holds a Bachelor of Science degree in Business Administration from Kentucky Wesleyan College and is a dedicated Financial Advisor with a strong foundation in investment strategies and personal finance. He is a licensed professional with multiple FINRA licenses, including the Series 7, Series 63, and Series 65, allowing him to provide comprehensive financial services. His expertise is further enhanced by his designation as a Chartered Retirement Plans Specialist (CRPS), equipping him to help clients navigate complex retirement planning needs. In his role as a Financial Advisor, John focuses on personalized financial planning, investment management, and retirement solutions tailored to meet the unique goals of his clients. He believes in building long-term relationships based on trust and communication, ensuring that his clients feel empowered to make informed financial decisions.

John also emphasizes the importance of financial education and literacy. He thrives on equipping individuals with the knowledge and tools they need to secure their financial futures. His commitment to service extends beyond his professional life, as he actively participates in various community initiatives, including serving as a board member for the City of Owensboro’s Ambulance Authority Board of Directors and serving on the MentorKids of Kentucky Board of Directors.

Outside of work, John enjoys exploring state and national parks with his family. He is also passionate about serving in his church and participating in triathlons, underscoring his dedication to a healthy lifestyle both physically and financially.