As a private wealth advisor and CFP® professional with 30 years of experience, John helps his nationwide clientele build, preserve and tax-efficiently manage their wealth. He creates a comprehensive wealth management plan for each family and recommends the most appropriate investment approach to meet their customized financial needs. Since he is not pressured to recommend any specific investments, clients can depend on him for objective advice that focuses on their unique goals.With an unwavering focus on client service, accessibility and responsiveness, John is a seasoned veteran advisor who guides his clients through the challenges and opportunities of today's markets.John joined Raymond James in 2018 after 25 years at A.G. Edwards/Wells Fargo Advisors, where year after year he ranked in the top 2% nationwide at the firm. “This feels to me very much like coming home, back to a company that is client-centric, independent and not owned by a bank,” John said.At his prior firm, John was among an elite group to be selected to attend the Barron’s Winner’s Circle Top Advisor conference for the past 10 years.*John’s volunteering has included Chairman of the Alumni Trustee Search Committee for Dartmouth College, Dartmouth Alumni Council member, President of the Dartmouth Club of Rochester, Investment Committee Chairman and board member of the Rochester Area Community Foundation, the Genesee Valley Club board of governors, Rochester Institute of Technology’s advisory board for the College of Liberal Arts, and the vestry at his Episcopal church.He is a graduate of Dartmouth College and also completed studies at Oxford University.