An experienced wealth management associate, John is dedicated to the continued growth and success of The Altieri Group and the wide array of clients we proudly serve. He holds Series 7, 63, 66 licenses and earned the Chartered Retirement Planning Counselor℠ designation in 2017.
John is responsible for overseeing the group’s operations and managing client relationships, while helping to implement the team’s strategic vision. He is passionate about providing a high level of personal service, and his attention to detail and responsiveness provide clients with confidence as he works to find solutions to their financial challenges.
John earned an MBA from Florida Atlantic University, where he also received undergraduate degrees in political science and criminal justice. He began his financial services career in 2010 as an equity analyst for a boutique firm on Wall Street. He returned to Florida in 2013, working at Morgan Stanley and Merrill Lynch before joining The Altieri Group in 2018. He joined Raymond James in 2021.
John and his wife, Joanna, live in Boca Raton, Florida.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.