John Marshall Graves Email and Phone Number

Full service firm offering estate planning, legacy creation, wealth planning, health care, asset preservation, benefits planning and retirement planning.

Providing wealth management, risk consulting and estate administration services to high net worth clientele. You've worked a lifetime to make it, let us help grow and preserve it for you and your loved ones for many generations.

We assist families with long term care planning and the complex issues surrounding the aging process. Areas of practice include: Wealth Preservation, Estate Planning, Retirement Planning, Medicare, Medicaid, Social Security, Guardianship, Nursing home residents' rights, Probate.Managing partner responsibilities included client management, accounts management, professional networking, marketing, website and new business development.* featured in Cincy Chic Magazine… Show more We assist families with long term care planning and the complex issues surrounding the aging process. Areas of practice include: Wealth Preservation, Estate Planning, Retirement Planning, Medicare, Medicaid, Social Security, Guardianship, Nursing home residents' rights, Probate.Managing partner responsibilities included client management, accounts management, professional networking, marketing, website and new business development.* featured in Cincy Chic Magazine (www.cincychic.com) and Indian Hill Living Magazine Show less

Investment Advisor Representative

Freund, Freeze & Arnold is a full-service regional litigation firm, serving businesses, governmental entities and professionals in Ohio, Kentucky and Southeastern Indiana from offices in Dayton, Cincinnati and Columbus, Ohio and Northern Kentucky. The firm’s strength is grounded in more than 50 attorneys and legal professionals, who bring diverse professional backgrounds and deep experience and expertise in business, commercial, government, medical, insurance, employment, environmental,… Show more Freund, Freeze & Arnold is a full-service regional litigation firm, serving businesses, governmental entities and professionals in Ohio, Kentucky and Southeastern Indiana from offices in Dayton, Cincinnati and Columbus, Ohio and Northern Kentucky. The firm’s strength is grounded in more than 50 attorneys and legal professionals, who bring diverse professional backgrounds and deep experience and expertise in business, commercial, government, medical, insurance, employment, environmental, construction and other litigation-related matters. Show less

Direct Lending: Federal Regulatory Compliance Rep (June 2011 – August 2014)2012 U.S. Bank Emerging Leader2012 Consumer Lending Conferrence Honoreeo As the first employee to have this inner-department position, I have used my entrepreneurial, communication and leadership skills to define responsibilities, create partnerships with other bank divisions, establish new policies and assure federal compliance o I identified and led a RESPA based project set to cause… Show more Direct Lending: Federal Regulatory Compliance Rep (June 2011 – August 2014)2012 U.S. Bank Emerging Leader2012 Consumer Lending Conferrence Honoreeo As the first employee to have this inner-department position, I have used my entrepreneurial, communication and leadership skills to define responsibilities, create partnerships with other bank divisions, establish new policies and assure federal compliance o I identified and led a RESPA based project set to cause $1 million in saved expenses o Primary responsibilities include identifying and resolving compliance issues for Direct Lending, responding to OCC, CFPB, FDIC, BBB, etc. and Executive Committee customer complaints, verifying accuracy of internal compliance reporting, assisting in internal and external audits, providing subject matter expertise and counseling to Direct Lending managers and employees, and participating in enterprise compliance initiatives as a department representativeRetail/Metro: Sales (Sept. 2010 – June 2011) o I led the investment and insurance efforts of branch employees to earn the Award of Excellence as MVP from branch partners, as well as #1 in branch for sales 1st quarter 2011; Also Top 3 in sales/new business multiple quarters which directly contributed to our branch winning the 2011 Regional summer sales campaign Show less

Legal externship with the Compliance and Privacy Department:o Actively pursued internal investigations and corporate responses to HIPAA violation complaintso Researched nationwide state-by-state proposed legislation and recently enacted statutes regarding HIPAA and HITECH laws and drafted summaries for risk assessments o Assisted in drafting corporate policies regarding social networking, vendor responsibility in environmental practices, and proper governmental… Show more Legal externship with the Compliance and Privacy Department:o Actively pursued internal investigations and corporate responses to HIPAA violation complaintso Researched nationwide state-by-state proposed legislation and recently enacted statutes regarding HIPAA and HITECH laws and drafted summaries for risk assessments o Assisted in drafting corporate policies regarding social networking, vendor responsibility in environmental practices, and proper governmental contracting behavior ("pay to play" laws)o Researched Asian countries regarding manufacturing, labor rights laws, and social responsibilityo Edited HIPAA business associate agreements Show less

Clerked for Deputy Chief State's Attorney Don Pechous and Asst. Deputy Patrick Smith specifically, as well as assisted the Torts and Federal Litigation Division generally.- Actively assisted in defense of Cook County, the Sheriff, county facilities, officers and employees- Researched and drafted motions, pleadings, responses, interrogatories, letters, and jury instructions used in federal and state litigation- Assisted litigation of 42 U.S.C. 1983 Civil Rights Violation class… Show more Clerked for Deputy Chief State's Attorney Don Pechous and Asst. Deputy Patrick Smith specifically, as well as assisted the Torts and Federal Litigation Division generally.- Actively assisted in defense of Cook County, the Sheriff, county facilities, officers and employees- Researched and drafted motions, pleadings, responses, interrogatories, letters, and jury instructions used in federal and state litigation- Assisted litigation of 42 U.S.C. 1983 Civil Rights Violation class action and non-class suits - Helped negotiate an insurance settlement that recovered $68,000 for Cook County- Personally wrote the motion which prevented class certification in a potential multi-million dollar suit Show less