John is a strategic advisor with three decades at Alex. Brown Raymond James. John is a Director and Client Advisor. He works with sophisticated, long-term focused individuals, families, and institutions employing a comprehensive, strategic approach. His practice is grounded in investment management, asset allocation, and risk recognition.
John defines success as the long-term client relationships he has built based on trust, transparency, and a client-first philosophy. John is committed to the fiduciary standard and his role as a Trusted Advisor. These tenets are central to his practice, which extends beyond finances to support clients’ families and legacies.
He holds an MBA and BBA from Loyola University Maryland, along the series 7, 63, and 65 licenses and Accredited Investment Fiduciary designation (AIF®).
John is an active member within the community. Because John has a son with special needs, he realizes the importance of building up people in communities. John has served with an extensive number of academic, nonprofit eleemosynary organizations at the board level and has held senior leadership positions in those organizations. organization at the board level and has held senior leadership positions in those organizations.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with any of the companies mentioned.
