John has been serving his clients’ investment and planning needs since 1983. In 1995, while working at Robinson-Humphrey/Smith Barney, John partnered with fellow advisor, Steve Hall, to create a collaboration that has stood the test of time and has proven successful in meeting the needs of discerning investors and their families. In 2009, the two transitioned their practice to RBC Wealth Management, opening the firm’s Greenville office. John is a member of RBC’s Portfolio Management Group and co-directs the team’s discretionary portfolio management service.

John is a 1982 graduate of Clemson University where he earned a Bachelor of Science degree in financial management. He is a Chartered Financial Analyst (CFA) and a member of the CFA Institute. John has passed the Series 7, 63 and 65 securities exams and holds his South Carolina life and health licenses. He also holds the Accredited Wealth Manager (AWM) designation sponsored jointly by RBC and Michigan State University. The AWM designation is attained by advisors who are focused on providing clients with a holistic approach to investment and wealth management.