With over two decades of experience, John’s careful financial planning and conservative investment approach helps his clients pursue their goals. It is his wealth of experience and sincere concern for his clients’ and their families’ well-being that makes John a trusted advisor.
An Accredited Investment Fiduciary (AIF®), John is trained in and follows the prudent investment practices required by trust, foundation and retirement plan fiduciaries.
John also specializes in retirement planning for individuals and their families. He follows a disciplined process that provides his clients with a coordinated financial plan and investment strategy.
Prior to joining Raymond James, John was a Managing Director with McDonald Partners from June 2009 through January 2014. He was a Senior Vice President with UBS Wealth Management, upon their acquisition of McDonald Investments in February of 2007 through June 2009. John spent a total of 14 years as a Financial Advisor with McDonald Investments, Inc. Before entering the investment field, John was a Northeast Ohio Coordinator for the Reagan-Bush ’84 Presidential Campaign and an Administrative Assistant to Cleveland Mayor George V. Voinovich.
A native of Bay Village, Ohio, John graduated from Cleveland State University with a B.A.in Economics.
John is currently a member of the Catholic Diocese of Cleveland’s Catholic Education Endowment Trust Advisory Board. He is also a member of the St. Bernadette Parish Endowment Board. He has served on the Greater Cleveland Growth Association’s Access to Capital Committee, Cleveland State University’s College of Arts and Sciences Visiting Committee, the Youth Challenge Board of Trustees and a Fleet Captain & Trustee of the Vermilion Boat Club.
John, his wife Annette and three sons are members of St. Bernadette Parish in Westlake, Ohio. Son Patrick attends The Ohio State University, Matthew attends St. Ignatius High School and Sean is a student at St. Bernadette School.
Raymond James is not affiliated with the above organizations and/or charitable causes.