This conversation marks the beginning of the important process of wealth management. By listening attentively and purposefully, John can assist each client in developing personalized solutions to meet specific objectives, needs and goals, such as:
- Retirement income
- Wealth legacy
- Risk management
- Tax awareness
- Education funding
With over 40 years of experience in the financial services industry, John offers the dedication and background to help clients achieve their financial goals by assisting in the development of customized plans and strategies that reflect the complexity and diversity specific to each individual client.
John began his career in 1981 as a trust investment officer managing investments for individual and corporate trust clients of a commercial bank in Louisville, KY. He then moved into the institutional fixed income market working with banks, thrifts and insurance companies. In 1988, John agreed to work for a multibank holding company in Western, KY, managing the investment portfolios, interest rate risk, liquidity, balance sheet pricing and brokerage operations of each bank owned by the corporation. In 2001, John joined AG Edwards, which later became Wells Fargo Advisors.
In October 2021, John joined RBC Wealth Management in Nashville. John graduated from Vanderbilt University with a Bachelor of Arts degree in business and psychology. As a financial advisor, John finds great satisfaction in helping his clients develop plans and strategies to achieve their customized and often sophisticated financial goals and objectives.
John draws on the resources of the 10th largest financial firm on the planet, pulling in the expertise of estate planning attorneys, CFP® certified planning experts, many of the best investment managers in the business and a sophisticated lending and business succession planning team as needed. John and his wife enjoy spending as much time as possible with their four children, three grandchildren and five grand-dogs. John enjoys photography, travel, hiking and fly fishing.
