Financial Advisor, Raymond James
Prior to joining Boston Harbor Wealth Advisors in 2019, John’s experience includes joining Alex. Brown, a division of Raymond James, in 2016, Boston’s Deutsche Bank in 2009, and spending four years as vice president of Thomas Weisel Partners. John works closely with high-net-worth individuals, business owners, corporate executives, and venture capital and private equity partners to manage their wealth through careful, deliberate planning and investment strategies.
John always had an interest in the stock market. That spark transformed into helping clients work toward financial planning through team-based proprietary investment strategies. John offers his clients over 20 years of wealth management experience and the highest level of service and attention. It’s his goal that his clients understand and confidentially commit to his group’s investment process of long-term planning.
John graduated from the University of Massachusetts with honors, and holds a B.A.A. in investments and economics. He enjoys golfing, playing tennis, and spending time with his family. He and his wife, Eileen, volunteer for Cape Cod Child Development – a local nonprofit that provides education and family development services to children. They live with their daughter, Molly, in Sandwich, Massachusetts.