John Marshall Graves Email & Phone Number
@accorp.com
5 phones found area 513, 731, and 407
LinkedIn matched
Who is John Marshall Graves? Overview
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John Marshall Graves is listed as Wealth Strategist at Carson Wealth, a with 284 employees, based in Canton, Ohio, United States. AeroLeads shows a work email signal at accorp.com, phone signal with area code 513, 731, 407, and a matched LinkedIn profile for John Marshall Graves.
John Marshall Graves previously worked as Wealth Advisor at Carson Wealth and Partner at G & H Financial Group. John Marshall Graves holds Doctor Of Law - Jd, Law from Depaul University College Of Law.
Email format at Carson Wealth
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AeroLeads found 1 current-domain work email signal for John Marshall Graves. Compare company email patterns before reaching out.
About John Marshall Graves
As a Wealth Advisor and Partner at Carson Wealth, I have been providing comprehensive wealth management, risk consulting, and estate administration services to distinguished clientele for over eight years. I hold a JD from DePaul University College of Law, a Series 65 license, and a life insurance and annuity license from the Ohio Department of Insurance.My core competencies include welath management, reitirement planning, estate planning, tax regulations, investment consulting and financial insurance products. I leverage my legal background and my knowledge of the financial universe to serve a diverse and sophisticated client base. My mission is to help my clients grow and preserve their wealth for themselves and their loved ones for many generations.
Listed skills include Federal Regulations, Regulatory Agencies, Policy Writing, Project Management, and 17 others.
John Marshall Graves's current company
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John Marshall Graves work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
CurrentPartner
CurrentFull service firm offering estate planning, legacy creation, wealth planning, health care, asset preservation, benefits planning and retirement planning.
Founding Board Member
CurrentProviding 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.
Partner, Co-Founder
CurrentWe 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
Associate Attorney
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
Federal Regulatory Compliance Rep
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
Compliance, Loss Prevention, And Profit Sharing Division
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
Torts & Federal Litigation Division
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
Colleagues at Carson Wealth
Other employees you can reach at carsonwealth.com. View company contacts for 284 employees →
Brady Marlow, Cfp®, Aep®, Cap®, Cpwa®
Colleague at Carson WealthOmaha, Nebraska, United States
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Peggy Monahan
Colleague at Carson WealthOmaha, Nebraska, United States
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Mark Lookabill
Colleague at Carson WealthOmaha, Nebraska, United States
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Ashley Sowers
Colleague at Carson WealthFrederick, Maryland, United States
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Jackson Sturgeon
Colleague at Carson WealthSouthlake, Texas, United States
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Sage Smith
Colleague at Carson WealthSingapore
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Gavin Baker
Colleague at Carson WealthJacksonville, Florida, United States
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Brenna Weems
Colleague at Carson WealthLubbock, Texas, United States
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Mary Mcdonald
Colleague at Carson WealthOmaha, Nebraska, United States
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JP
Juan Pérez
Colleague at Carson WealthToluca De Lerdo, México, Mexico
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John Marshall Graves education
Doctor Of Law - Jd, Law
Doctor Of Law - Jd, Law
B.A; Diploma, International Studies
Certificate, Banking, Corporate, Finance And Securities Law
Japanese Studies
Frequently asked questions about John Marshall Graves
Quick answers generated from the profile data available on this page.
What company does John Marshall Graves work for?
John Marshall Graves works for Carson Wealth.
What is John Marshall Graves's role at Carson Wealth?
John Marshall Graves is listed as Wealth Strategist at Carson Wealth.
What is John Marshall Graves's email address?
AeroLeads has found 1 work email signal at @accorp.com for John Marshall Graves at Carson Wealth.
What is John Marshall Graves's phone number?
AeroLeads has found 5 phone signal(s) with area code 513, 731, 407 for John Marshall Graves at Carson Wealth.
Where is John Marshall Graves based?
John Marshall Graves is based in Canton, Ohio, United States while working with Carson Wealth.
What companies has John Marshall Graves worked for?
John Marshall Graves has worked for Carson Wealth, G & H Financial Group, Marshall Financial Management, Llc, Law Firm Of Graves & Graves, Llc, and Corecap Investments.
Who are John Marshall Graves's colleagues at Carson Wealth?
John Marshall Graves's colleagues at Carson Wealth include Brady Marlow, Cfp®, Aep®, Cap®, Cpwa®, Peggy Monahan, Mark Lookabill, Ashley Sowers, and Jackson Sturgeon.
How can I contact John Marshall Graves?
You can use AeroLeads to view verified contact signals for John Marshall Graves at Carson Wealth, including work email, phone, and LinkedIn data when available.
What schools did John Marshall Graves attend?
John Marshall Graves holds Doctor Of Law - Jd, Law from Depaul University College Of Law.
What skills is John Marshall Graves known for?
John Marshall Graves is listed with skills including Federal Regulations, Regulatory Agencies, Policy Writing, Project Management, Building Relationships, Communication, Networking, and Litigation.
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