John Kovacs Email & Phone Number

John Kovacs is a Managing Director at our Palm Beach Gardens office. He brings over two decades of industry expertise in serving the needs of high-net-worth individuals, families, and business owners to his role. He works diligently with his clients across the country providing them the highest level of fiduciary service by helping them manage, grow, and preserve their wealth responsibly. In addition, John works closely with many professional golfers and other athletes, helping them navigate the unique financial challenges and opportunities presented to them throughout their career and beyond. John's niche is helping simplify his clients’ financial lives by offering a full range of planning services spanning from financial planning and investment management, to trust and estate planning, charitable planning, and tax management. Previously, John was a Managing Director at Lenox Wealth Advisors. He launched his career in 2001 at Morgan Stanley and then Merrill Lynch. He holds a bachelor’s degree in business and management from Loyola University Maryland’s Sellinger School of Business, where he also competed on the school’s golf team. He currently resides in Florida and spends time in his native New Jersey as well as New York. He enjoys spending time with his two kids, family and friends, as well as giving back to the community and serving local charitable organizations.

Listed skills include Wealth Management, Portfolio Management, and Corporate Services.

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  Loyola University Maryland

  Bachelor'S Degree