Our partnership originated in 2008 with the vision to create an integrated financial services structure focusing in serving the unique needs of high net-worth individuals, corporate executives and family owned businesses. We manage wealth through a consultative approach to the financial strategy and investment services business. We are disciplined in our advice in such areas as retirement and cash flow planning, investment selection, concentrated stock positions, estate planning issues, education planning, insurance and liability management. Our clients benefit from a tailored financial strategy that is specific to their individual needs and goals.We are committed to deliver to you extreme diligence in the oversight of the assets that you have placed under our care. To continue meeting the objective in the face of global markets that are increasing in complexity, we made a decision to add to our financial advisory, investment management and client service staff. We thank you for your trust and confidence and look forward to working with you and your families for years to come. John is a Managing Director at LPL Financial. He offers over 20 years of experience in providing financial and wealth management advice and services. He graduated from SUNY Farmingdale with a degree in Business. He currently resides in East Islip with his Fiancé, Patricia Breen and two sons where he is actively involved with the communities youth athletics.•Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through Gladstone Institutional Advisory LLC, a registered investment advisor. The Choice Group Wealth Management and Gladstone Institutional Advisory LLC are separate entities from LPL Financial.•For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.•For a list of states in which I am/we are registered to do business, please visit: https://www.tcgwealth.com/