John Payton Email & Phone Number

Executives seek my advice to help them make great choices as they navigate the challenges of career transition.We start by listening to their needs and concerns, developing a wealth plan incorporating the various potential outcomes from their search and taking advantage of the opportunities available. For the career search, we share best practices, facilitate networking and connect them to job transition resources. With over 25 years in Financial Services, I have dedicated myself to thoroughly understand the priorities and needs of executives going through career transition, successfully navigating one of my own in 2017. I answer three questions for you, "Will I make it?", "What impact will transition have on my wealth plan" and "What are my financial blind spots?". All the while, coaching you through this stressful time and working to become your family's long-term, trusted advisor.I grew up in Cleveland (Go Cavs and Browns!) and attended the University of Cincinnati for a Marketing BS and Northern Kentucky University for my Finance MBA. My career includes 12 years at Fifth Third Bank, 8 years at Fidelity Investments prior to joining Merrill in 2017. I live in Pleasant Ridge with my wife Marsha and our 2 boys Will and Ryan. I currently serve on the board of the Franciscan Ministries and am the Volunteer Coordinator for the Job Search Focus Group (JSFG), a volunteer job coach with the Northern Kentucky Accountability Group and a co-sponsor for ACG's Executive Career Transition Roundtable. In the past I was president of the Entrepreneurs Toastmasters club, Scout Master for my son's Cub Scout pack and coach of their soccer and volleyball teams. A certified car nut, I also enjoy anything related to cars and hanging out with my family.I currently hold the Series 7 and 66 FINRA registrations

Listed skills include Investment Management Consulting, Goals Based Planning, Client Relationship Building, Automobile Track Days, and 1 others.