John E. Email & Phone Number

Working and growing up in this industry exposed me to countless financial advisors along the way. Through those exposures, I was able to forge myself into the financial advisor that I wanted to see in the field. It is difficult to find a competent and caring financial advisor…let alone a whole team. Yet we have that team at ForthRight Wealth Management. As we formed the team that we work with now, it became clear to us that owning our own firm, where we can take care of clients and their families the way they need, was the only way forward. With the right team and processes, it is amazing the value we can add and how straightforward the job can be…I enjoy guiding our clients and their families through the various complex financial decisions that we face in today’s financial times with our team and firm making all the difference in the world. Client perspective is the only thing we have in mind when we make decisions for our firm, be it operationally, financially, or developmentally. As a Managing Partner with ForthRight Wealth Management, LLC, I enjoy working with our team to improve the lives of our clients. We take a holistic financial planning approach to wealth management, and work diligently to ensure our clients are successful in reaching their life’s goals. As a trusted advisor, I believe strong relationships and “forthright” communication are essential to a long-lasting and fulfilling partnership.With almost 15 years in the financial industry, my experience in both private banking as well as being a small business owner provide me with a unique skill set, allowing me to comfortably guide our clients through the ever changing markets in concert with their families’ needs. My goal is to ensure our clients have an exceptional experience, while successfully realizing their dreams.Our first daughter was born in 2017 and we welcomed another little girl at the end of 2019. My sweet wife, Georgia, who I also have the pleasure to work with, and our two daughters keep me busy. But in my free time, I enjoy spending time outdoors with our dog, grilling on the Big Green Egg, and watching sports when I can commandeer the remote.Read our firm's disclosures here: https://www.forthrightwealthmanagement.com/-/media/c5890f3450314a55bdc70088a18f7260.ashx

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  Managing Partner

  Forthright Wealth Management

  May 2015 - Present

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  University Of Florida