John realized that he wanted to transition from the institutional side of the business to working more closely with families and businesses, so he joined Merrill Lynch’s private wealth management group in 2010, where he gained deep experience in developing highly tailored investment plans and providing guidance across various asset classes and market cycles. He then transitioned to Stifel in 2024 to grow his practice and address his clients’ growing needs. He believes his background in both accounting and finance provides him a unique ability to address both sides of his clients’ balance sheet. He believes that a holistic approach to wealth management creates the best opportunity for clients who have different needs and objectives. Before the process begins, John conducts a thorough discovery meeting to understand his clients’ current financial situation, retirement goals, and other financial objectives.
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