John C. Panter, Ms Email & Phone Number

Greater Denver Area

“Wealth management gives physicians the necessary framework and process for identifying the “big picture” and managing their lives around it instead of focusing on a single aspect.”Focused on client education and a holistic approach to coordinating wealth strategies such as wealth protection, tax mitigation, estate planning, and charitable giving. I work with my clients in establishing financial confidence, by addressing the five leading areas most important to their life’s vision. Evaluating all aspects of their financial life, I uncover not only what keeps them up at night, but their dreams and aspirations. Working in close partnership with my clients, their other close professional advisors and my handpicked team of experts, I come to the planning table with a comprehensive approach to help in solving a full range of challenges toward achieving their life’s vision.☑ Engage in client discovery, evaluating all aspects impacted by their financial goals ☑ Develop total client profile (see media link example)☑ Research and identify investment approach designed to meet their client-specific vision ☑ On-going, long term collaboration addressing changing needs or circumstances ☑ Active account monitoring and quarterly rebalancing

Greater Detroit Area

Working with individuals interested in building wealth through brokerage and money management solutions, I provide investment recommendations aimed at meeting each client’s financial objectives. By establishing and nurturing client relationships, I am able to propose valuable solutions to align with their goals and help plan for their financial future.☑ Financial assessment☑ Portfolio planning☑ Progress monitoring ☑ Annual review and rebalancing

Greater Denver Area

A representative with NFP Securities, I developed and implemented financial plans to help telephone and communications professionals achieve their long-financial goals. With access to a variety of financial products, I focused on implementing solutions that leveraged the full capabilities of NFP Securities. ☑ Assess client’s financial needs to help guide in establishing a financial approach☑ Recommend investments to align with client financial goals☑ Monitor client accounts for optimization opportunities

Greater Denver Area

Developing my skills as a paraplanner and then an investment advisor, I oversaw all research and discovery necessary in developing sound financial plans for our customers. This foundational experienced provided me with an increased level of proficiency when moving into portfolio management, where I developed and services a broad range of clients by providing a variety of financial options to meet their individual needs.

A behavior health professional, I utilized Cognitive Behavioral Therapy (CBT) and Dialectical Behavior Therapy (DBT) approaches to help parents and children identify and adopt techniques for addressing behavioral challenges. Applicable to a wide range of health diagnoses, I addressed issues including anxiety, depression and stress and anger management; problem-solving, communication and peer and family relationships.☑ Evidence-based therapy ☑ Patient evaluation and assessment☑ Multi-disciplinary care team collaboration: family | healthcare providers | academic advisors

Masters, Science

Master Of Social Work - Msw, Clinical Psychology

Adult And Continuing Education And Teaching