Partner
Current
Apr 2024 - Present
AeroLeads people directory · profile
John Meffert Email & Phone Number
Partner, Scroggie Meffert Davis and Associates
at
Raymond James Financial
1 work email found
@ml.com
1 phone found area 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Scroggie Meffert Davis and Associates
Location
Ocala, Florida, United States
Company size
Who is John Meffert? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
John Meffert is listed as Partner, Scroggie Meffert Davis and Associates at Raymond James Financial, a with 2 employees, based in Ocala, Florida, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 800, and a matched LinkedIn profile for John Meffert.
John Meffert previously worked as Partner at Raymond James Financial and Senior Financial Advisor, Vice President at Merrill Lynch Wealth Management. John Meffert holds Juris Doctorate Degree from Stetson University College Of Law.
Company email context
Email format at Raymond James Financial
This section adds company-level context without repeating John Meffert's masked contact details.
{first}.{last}@ml.com
86% confidence
AeroLeads found 1 current-domain work email signal for John Meffert. Compare company email patterns before reaching out.
Profile bio
About John Meffert
As a Senior Financial Advisor, I work to simplify high-net-worth-client's lives. In doing so, I assist clients in identifying and prioritizing their life goals including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Listed skills include Estate And Wealth Structuring, Family Wealth Planning, Goals Based Wealth Management, High Net Worth Wealth Planning, and 2 others.
Current workplace
John Meffert's current company
Company context helps verify the profile and gives searchers a useful next step.
Raymond James Financial
4 roles
John Meffert work experience
A career timeline built from the work history available for this profile.
Senior Financial Advisor, Vice President
Current
Aug 2014 - Present
Wealth Advisor
Wells Fargo
Jun 2011 - Jul 2014
Regional Trust Manager
Regions Bank
Jul 2010 - Jun 2011
Team & coworkers
Colleagues at Raymond James Financial
Other employees you can reach at woodasset.com. View company contacts for 2 employees →
DR
Daniel Ruffner
Colleague at Raymond James FinancialClearwater, Florida, United States
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JA
Jermaine A. Webster, Mba
Colleague at Raymond James FinancialMemphis Metropolitan Area, United States
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CB
Casey Bradford
Colleague at Raymond James FinancialTampa, Florida, United States
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JW
Joseph Whaley, Aif®
Colleague at Raymond James FinancialMemphis Metropolitan Area, United States
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GF
Gina Franco-Calderon
Colleague at Raymond James FinancialGreater Reno Area, United States
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TC
Tom Cannaday
Colleague at Raymond James FinancialSt Petersburg, Florida, United States
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JG
Jennifer G.
Colleague at Raymond James FinancialTampa, Florida, United States
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LA
Laura Aguiar
Colleague at Raymond James FinancialTampa, Florida, United States
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GC
Grafton Collar
Colleague at Raymond James FinancialRiverview, Florida, United States
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GS
Genevieve Shoats
Colleague at Raymond James FinancialGreater Tampa Bay Area, United States
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Daniel Ruffner
Colleague at Raymond James FinancialClearwater, Florida, United States
View →
JA
Jermaine A. Webster, Mba
Colleague at Raymond James FinancialMemphis Metropolitan Area, United States
View →
CB
Casey Bradford
Colleague at Raymond James FinancialTampa, Florida, United States
View →
JW
Joseph Whaley, Aif®
Colleague at Raymond James FinancialMemphis Metropolitan Area, United States
View →
GF
Gina Franco-Calderon
Colleague at Raymond James FinancialGreater Reno Area, United States
View →
TC
Tom Cannaday
Colleague at Raymond James FinancialSt Petersburg, Florida, United States
View →
JG
Jennifer G.
Colleague at Raymond James FinancialTampa, Florida, United States
View →
LA
Laura Aguiar
Colleague at Raymond James FinancialTampa, Florida, United States
View →
GC
Grafton Collar
Colleague at Raymond James FinancialRiverview, Florida, United States
View →
GS
Genevieve Shoats
Colleague at Raymond James FinancialGreater Tampa Bay Area, United States
View →
2 education records
John Meffert education
Juris Doctorate Degree
Stetson University College Of Law
Bachelor'S Degree
FAQ
Frequently asked questions about John Meffert
Quick answers generated from the profile data available on this page.
What company does John Meffert work for?
John Meffert works for Raymond James Financial.
What is John Meffert's role at Raymond James Financial?
John Meffert is listed as Partner, Scroggie Meffert Davis and Associates at Raymond James Financial.
What is John Meffert's email address?
AeroLeads has found 1 work email signal at @ml.com for John Meffert at Raymond James Financial.
What is John Meffert's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for John Meffert at Raymond James Financial.
Where is John Meffert based?
John Meffert is based in Ocala, Florida, United States while working with Raymond James Financial.
What companies has John Meffert worked for?
John Meffert has worked for Raymond James Financial, Merrill Lynch Wealth Management, Wells Fargo, and Regions Bank.
Who are John Meffert's colleagues at Raymond James Financial?
John Meffert's colleagues at Raymond James Financial include Daniel Ruffner, Jermaine A. Webster, Mba, Casey Bradford, Joseph Whaley, Aif®, and Gina Franco-Calderon.
How can I contact John Meffert?
You can use AeroLeads to view verified contact signals for John Meffert at Raymond James Financial, including work email, phone, and LinkedIn data when available.
What schools did John Meffert attend?
John Meffert holds Juris Doctorate Degree from Stetson University College Of Law.
What skills is John Meffert known for?
John Meffert is listed with skills including Estate And Wealth Structuring, Family Wealth Planning, Goals Based Wealth Management, High Net Worth Wealth Planning, Retirment Planning And Wealth Management, and Estate Planning Services.
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