John Shaw

John Shaw Email and Phone Number

Private Wealth Advisor @ Merrill Private Wealth Management
new york, new york, united states
John Shaw's Location
Salt Lake City, Utah, United States, United States
John Shaw's Contact Details

John Shaw personal email

n/a
About John Shaw

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™.

John Shaw's Current Company Details
Merrill Private Wealth Management

Merrill Private Wealth Management

View
Private Wealth Advisor
new york, new york, united states
Website:
ml.com
Employees:
45157
John Shaw Work Experience Details
  • Merrill Private Wealth Management
    Private Wealth Advisor, Managing Director
    Merrill Private Wealth Management Jul 2015 - Present
  • Barclays Wealth Management
    Director
    Barclays Wealth Management Jan 2011 - Jun 2015
  • Thomas Weisel Partners
    Managing Director
    Thomas Weisel Partners Nov 1999 - Jan 2011
  • Montgomery Securities
    Vice President
    Montgomery Securities Aug 1995 - Nov 1999

John Shaw Skills

Wealth Management Estate Planning Strategies Section 16 Officer And Director Guidance

John Shaw Education Details

Frequently Asked Questions about John Shaw

What company does John Shaw work for?

John Shaw works for Merrill Private Wealth Management

What is John Shaw's role at the current company?

John Shaw's current role is Private Wealth Advisor.

What is John Shaw's email address?

John Shaw's email address is john_shaw@ml.com

What is John Shaw's direct phone number?

John Shaw's direct phone number is +141528*****

What schools did John Shaw attend?

John Shaw attended The Tuck School Of Business At Dartmouth, Dartmouth College.

What skills is John Shaw known for?

John Shaw has skills like Wealth Management, Estate Planning Strategies, Section 16 Officer And Director Guidance.

Who are John Shaw's colleagues?

John Shaw's colleagues are Faye Clark, Bernadette Dean, Jaime Mariscal, Cfp®, Ron Diprinzio, Carol Han, Alex Yerkes, Trey Baumgartner.

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