John Mazza Email and Phone Number
John Mazza work email
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John Mazza personal email
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.
Summerfield Wealth Advisors
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FounderSummerfield Wealth Advisors Jan 2021 - Present -
North Carolina Government Relations CommitteeNaifa Sep 2020 - PresentArlington, Virginia, Us -
Financial AdvisorSoutheast Financial Services, Inc. Aug 2016 - PresentGreensboro, North Carolina, UsUsing 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. -
Academic SpecialistWilkes Community College Aug 2013 - Jun 2015Wilkesboro, Nc, UsSAGE 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. -
English And Humanities InstructorWilkes Community College Jun 2007 - Jun 2015Wilkesboro, Nc, UsScope of courses: Introduction to Film, Advanced Film Studies, The Nature of America, Southern Culture, Technology and Society, Composition, and Technical Research & Report Writing. -
University Archives AssistantAppalachian State University Aug 2004 - May 2007Boone, Nc, UsWork Study
John Mazza Skills
John Mazza Education Details
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Wake Forest UniversityFinance And Financial Management Services -
Wake Forest UniversityLiberal Arts And Sciences/Liberal Studies -
Appalachian State UniversityGeneral / Film Studies -
Wilkes Community CollegeHistory -
North Wilkes High SchoolDiploma
Frequently Asked Questions about John Mazza
What company does John Mazza work for?
John Mazza works for Summerfield Wealth Advisors
What is John Mazza's role at the current company?
John Mazza's current role is Specializing in Investments | Financial Planning |Executive Benefits | Life Insurance I Disability Income Insurance | Retirement Plans | Planning for Business Owners and High-Level Professionals.
What is John Mazza's email address?
John Mazza's email address is jo****@****axa.com
What schools did John Mazza attend?
John Mazza attended Wake Forest University, Wake Forest University, Appalachian State University, Wilkes Community College, North Wilkes High School.
What are some of John Mazza's interests?
John Mazza has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Science And Technology, Disaster And Humanitarian Relief, Human Rights.
What skills is John Mazza known for?
John Mazza has skills like Series 7, Series 65, Series 63, Wealth Management, Investment Services, Investment Planning, Business Succession Planning, Business Succession Strategies, Estate Planning Strategies, Retirement Planning, Financial Services, Financial Strategies.
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