
As an Executive Vice President & Financial Advisor at Seventy2 Capital, John is passionate about engaging with clients who have worked hard to create wealth and helping them preserve it for retirement and future generations. John believes that it all begins with listening. Every client and every family is unique. Once John gains a full understanding of his clients’ financial goals, he uses that information to develop a comprehensive investment plan, while always striving to build long-term relationships based on mutual trust and respect.
John has worked in the wealth management industry for over twenty-five years. He began his career as an advisor at Merrill Lynch, UBS, and eventually went to Wachovia, which was then acquired by Wells Fargo Advisors. Over his career, he has developed expertise in serving high-net-worth families, business owners, and retirees. In recognition of his hard work, he was named to Wells Fargo Advisors’ Platinum Council in 2016-2023.
John earned his bachelor’s degree in business administration from George Mason University. Outside of the office, John and his wife Melissa enjoy spending time watching their three children participate in various sporting events. In his spare time, John coaches’ baseball and basketball and enjoys fishing and golf.
CA Insurance License #: 0H24059. Resident State NJ.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism.
PLEASE NOTE: By clicking on this link, you will leave the Seventy2 Capital Wealth Management Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Seventy2 Capital Wealth Management or Wells Fargo Advisors Financial Network. The information and opinions found on this web site have not been verified, nor do Seventy2 Capital Wealth Management or Wells Fargo Advisors Financial Network make any representations as to its accuracy and completeness. By linking to this web site, please note Seventy2 Capital Wealth Management nor Wells Fargo Advisors Financial Network are endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Seventy2 Capital Wealth Management and Wells Fargo Advisors Financial Network. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.