John Cusimano Email & Phone Number

Charlotte, North Carolina

Advisory services provided by NewEdge Advisors, LLC doing business as AssetWise Financial, as a registered investment adviser. Clearing and custodian services offered through Raymond James Financial Services, Inc., member SIPC.

Charlotte, North Carolina

I am a Financial Advisor who assists individuals and business owners in need of financial and investment planning. I am also a Dave Ramsey SmartVestor Pro Advisor. Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc..SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. RamseySolutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including thedecision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.

Charlotte, Nc

Wells Fargo Advisors, LLC, Member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC-INSURED/NO BANK GUARANTEE/MAY LOSE VALUE.

Provide guidance on Firm and Regulatory Policy as well as conduct overall trade surveillance for risk tolerance and suitability. Work exclusively with Senior Managment and our Advisors in the field.

Supevisory Principial for multiple Offices of Supervisory Jurisdiction (OSJ.) As Principal, had various supervisory duties including, but not limited to, trade approval including syndicate business and annuity 1035 exchanges, Financial Advisor reviews, Correspondence/Communications approval, Account ppwk approvals and Trade analysis.

Led a team of 15 Series 7 Licensed Associates who supported both our Private Client Branch Associates and clients. Conducted all hiring, training and coaching of new and existing Associates. Managed daily productivity and quality statistics to ensure above standard service levels were attained. Acted as final point of contact for client and Associate escalations, successfully resolving issues in a knowledgeable and cooperative manner.