John has spent his entire 28-year career in the financial service industry dedicated specifically to wealth management. He began his career in 1988 and has worked at Merrill Lynch, Smith Barney, UBS, Wells Fargo, and RBC Wealth Management. The combination of his experience at various firms and his ability to successfully steer clients through two recessions and a financial crisis has created a deep passion and perspective in the ever-moving global economy. Through a team of specialists and RBC Wealth Management research, John explores every opportunity and helps you feel comfortable with traditional and non-traditional solutions. Whether it’s investments, income strategies, estate preservation, lending or small business retirement plans, he can critically weigh the various possibilities and develop an economic and fiduciary driven plan. John graduated from Fordham University with a degree in finance. He holds Series 7, 63, and 65 securities licenses as well as life, health and long-term care insurance licenses.
John, his wife and five daughters live in Berlin, New Jersey, and they are active in both athletics and the academic community of Berlin Borough.