John Kovacs

John Kovacs Email and Phone Number

Managing Director, Wealth Advisor at Wealthspire Advisors @ Wealthspire Advisors
John Kovacs's Location
Palm Beach, Florida, United States, United States
About John Kovacs

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.

John Kovacs's Current Company Details
Wealthspire Advisors

Wealthspire Advisors

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Managing Director, Wealth Advisor at Wealthspire Advisors
John Kovacs Work Experience Details
  • Wealthspire Advisors
    Managing Director
    Wealthspire Advisors Dec 2017 - Present
    New York, Ny, Us
  • Lenox Wealth Advisors
    Managing Director, Wealth Advisor
    Lenox Wealth Advisors Nov 2017 - Feb 2022
    New York, Us
  • Merrill Lynch Wealth Management, Bank Of America Corporation
    Wealth Management Advisor, Senior Vice President - Wealth Management
    Merrill Lynch Wealth Management, Bank Of America Corporation Nov 2008 - Nov 2017
    New York, Ny, Us

John Kovacs Skills

Wealth Management Portfolio Management Corporate Services

John Kovacs Education Details

  • Loyola University Maryland
    Loyola University Maryland
    Bachelor'S Degree

Frequently Asked Questions about John Kovacs

What company does John Kovacs work for?

John Kovacs works for Wealthspire Advisors

What is John Kovacs's role at the current company?

John Kovacs's current role is Managing Director, Wealth Advisor at Wealthspire Advisors.

What is John Kovacs's email address?

John Kovacs's email address is jo****@****aol.com

What schools did John Kovacs attend?

John Kovacs attended Loyola University Maryland.

What skills is John Kovacs known for?

John Kovacs has skills like Wealth Management, Portfolio Management, Corporate Services.

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