Founder
Current
Jan 2021 - Present
AeroLeads people directory · profile
John Mazza Email & Phone Number
Specializing in Investments | Financial Planning |Executive Benefits | Life Insurance I Disability Income Insurance | Retirement Plans | Planning for Business Owners and High-Level Professionals
at
Summerfield Wealth Advisors
1 work email found
@axa.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Specializing in Investments | Financial Planning |Executive Benefits | Life Insurance I Disability Income Insurance | Retirement Plans | Planning for Business Owners and High-Level Professionals
Location
Greensboro--Winston-Salem--High Point Area, United States
Who is John Mazza? Overview
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Quick answer
John Mazza is listed as Specializing in Investments | Financial Planning |Executive Benefits | Life Insurance I Disability Income Insurance | Retirement Plans | Planning for Business Owners and High-Level Professionals at Summerfield Wealth Advisors, based in Greensboro--Winston-Salem--High Point Area, United States. AeroLeads shows a work email signal at axa.com and a matched LinkedIn profile for John Mazza.
John Mazza previously worked as Founder at Summerfield Wealth Advisors and North Carolina Government Relations Committee at Naifa. John Mazza holds Executive Financial Planning Certification, Finance And Financial Management Services from Wake Forest University.
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{first}.{last}@axa.com
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Profile bio
About John Mazza
John's extensive career has been focused on providing trusted advice and encouraging financial success. He assists his clients in analyzing client objectives, determining strategic and tactical asset allocation strategies, selecting investment managers, and reviewing results. He and his investment partners help develop customized wealth management strategies for individuals and families, entrepreneurs, private foundations/endowments and privately controlled corporations.Specialties Include: Wealth Management | Asset Management | Cash Management | Education Planning | Estate Planning | Family Consulting | Institutional Services | Philanthropic Services | Retirement Planning | Socially Responsible Investing | Stock Plan Services | Life Insurance PlanningJohn holds his North Carolina Life, Accident and Health licenses as well as the Series 7, the Series 63 and the Series 65 exams. John Mazza offers products and services using the following business name: Summerfield Wealth Advisors, LLC. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org.) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Summerfield Wealth Advisors, LLC.Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.All of the endorsements and/or client testimonials posted on this LinkedIn page are unpaid and unsolicited. The experiences and views shared do not necessarily represent the perspectives or experience of all clients. Any review or discussion of individual investments and/or performance or results should not be construed as indicative of the experience of all clients, nor does it offer any assurance or indication of future results.
Listed skills include Series 7, Series 65, Series 63, Wealth Management, and 13 others.
Current workplace
John Mazza's current company
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6 roles
John Mazza work experience
A career timeline built from the work history available for this profile.
North Carolina Government Relations Committee
Current
Sep 2020 - Present
Financial Advisor
CurrentUsing extensive knowledge, commitment, and experience, Southeast Financial Services, Inc, will offer customized programs tailored to help grow and conserve your wealth.Specialties Include: Wealth Management | Asset Management | Cash Management | Corporate Retirement Plans | Defined Contribution Plans | Education Planning | Estate Planning | Executive Financial Services | Family Consulting | Institutional Services | Philanthropic Services | Retirement Planning | Socially Responsible Investing | Stock Plan Services | Life Insurance PlanningSoutheast Financial Services, Inc, employs a team approach, offering top-tier financial and investment professionals, each with complementary areas of professional experience. Your financial plan shows how we can help you with what you need to fund your goals in life.More information at http://www.sfs-inc.net Securities offered solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC, www.finra.org/www.sipc.org. AIC and Southeast Financial Services, Inc., are not affiliated. Additional products and services may be available through Southeast Financial Services, Inc., that are not offered through AIC. Securities products are limited to residents of North Carolina and Florida. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Southeast Financial Services, Inc., will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed.
Aug 2016 - Present
Academic Specialist
SAGE Program• Constructed and designed training manuals and programs for a million dollar federal program.• Managed ambassadors, mentors, and tutors through advisement and scheduling.• Conducted interviews, reviewed applications, and assessed the ability and skills of potential applicants.• Delivered presentations and reported on progress of program to administration.• Analyzed data regarding federal grant and implemented data gathering techniques and surveys.• Designed training lessons, surveys, and implemented a technological overhaul on a weak program.• Research expertise in using a multitude of databases such as MarketLine and Business Source Premiere.SAGE is a federal TRiO program that serves first generation college students.
Aug 2013 - Jun 2015
English And Humanities Instructor
Scope of courses: Introduction to Film, Advanced Film Studies, The Nature of America, Southern Culture, Technology and Society, Composition, and Technical Research & Report Writing.
Jun 2007 - Jun 2015
Aug 2004 - May 2007
5 education records
John Mazza education
Executive Financial Planning Certification, Finance And Financial Management Services
Wake Forest University
Master Of Arts (M.A.), Liberal Arts And Sciences/Liberal Studies
Wake Forest University
Bachelor Of Arts (B.A.), English Language And Literature, General / Film Studies
Appalachian State University
Associate Of Arts (A.A.), History
Wilkes Community College
Diploma
North Wilkes High School
FAQ
Frequently asked questions about John Mazza
Quick answers generated from the profile data available on this page.
What company does John Mazza work for?
John Mazza works for Summerfield Wealth Advisors.
What is John Mazza's role at Summerfield Wealth Advisors?
John Mazza is listed as Specializing in Investments | Financial Planning |Executive Benefits | Life Insurance I Disability Income Insurance | Retirement Plans | Planning for Business Owners and High-Level Professionals at Summerfield Wealth Advisors.
What is John Mazza's email address?
AeroLeads has found 1 work email signal at @axa.com for John Mazza at Summerfield Wealth Advisors.
Where is John Mazza based?
John Mazza is based in Greensboro--Winston-Salem--High Point Area, United States while working with Summerfield Wealth Advisors.
What companies has John Mazza worked for?
John Mazza has worked for Summerfield Wealth Advisors, Naifa, Southeast Financial Services, Inc., Wilkes Community College, and Appalachian State University.
How can I contact John Mazza?
You can use AeroLeads to view verified contact signals for John Mazza at Summerfield Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did John Mazza attend?
John Mazza holds Executive Financial Planning Certification, Finance And Financial Management Services from Wake Forest University.
What skills is John Mazza known for?
John Mazza is listed with skills including Series 7, Series 65, Series 63, Wealth Management, Investment Services, Investment Planning, Business Succession Planning, and Business Succession Strategies.
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