John Shaw Email & Phone Number

John is a Private Wealth Advisor and Managing Director within Merrill Private Wealth Management. He has over 25 years of experience guiding wealthy executives through such topics as Rule 144, Section 16 affiliate status, tax and estate planning issues, and portfolio management. John employs the entire complement of investment alternatives including equities, fixed income, investment partnerships and structured investments to help his clients preserve the wealth they have created through their entrepreneurial ventures. John began his career at Montgomery Securities and then moved to Thomas Weisel Partners as a founding member of that firm. Before joining Merrill, John was a director at Barclays Wealth Americas. John holds a B.A. in Biology, Cum Laude from Dartmouth College, an M.B.A. from the Amos Tuck School at Dartmouth, is a CERTIFIED FINANCIAL PLANNER™ professional, and is a Certified Divorce Financial Analyst® professional. He lives in San Francisco and is married with three college age children. During his free time John enjoys golf, skiing and home repair projects.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*CDFA® and Certified Divorce Financial Analyst® are trademarks of The Institute for Divorce Financial Analysts™.

Listed skills include Wealth Management, Estate Planning Strategies, and Section 16 Officer And Director Guidance.