A Registered Representative and financial planning specialist, John has been in the industry since 1992 and exclusively with MWA since 2012. He collaborates with the team to assure the planning, implementation and service needs of the high net worth clients he supports are met with accuracy and timeliness. As a Director of Planning and Client Services, John engages in daily briefings with the team so that all are kept fully aware of client objectives, and performs the necessary steps to ensure those objectives are met. He provides a seamless service experience by effectively coordinating communication between his clients, their other advisors and the MWA Planning & Investment Group.
Prior to joining MWA, John was a financial advisor with NFP Securities, Inc., and Raymond James Financial Services, Inc. While at these firms, John specialized in the research and risk management of client portfolios as well as in the creation of portfolios of individual stocks and bonds. He developed a process of analyzing and tracking individual stocks for his clients, including a disciplined strategy of buying and selling positions while being mindful of the tax impact where necessary. John also maintained and provided monthly performance reporting to his clients through the Advent Axys performance software.
Education and Certifications
Bachelor’s in Business Administration from Loyola University Maryland
Master of Business Administration with concentration in Finance from Loyola University Maryland
CERTIFIED FINANCIAL PLANNER™
ACCREDITED ESTATE PLANNER®
Series 7, 63, and 65 registered
Life and Health Insurance licensed
Current Memberships
Baltimore Estate Planning Council
On a Personal Note
John lives in Dulaney Valley, Maryland with his wife and son.