John provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, which includes investments, life insurance, family finances, retirement and estate planning.
Working closely with each client, John uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, John monitors its performance on an ongoing basis, and makes any adjustments as needed.
John has 20 years’ experience in investment services. He is a member of LPL’s Director’s Club, a distinction given by LPL Financial to top advisors based on their annual production compared to more than 18,000 registered LPL advisors nationwide. This award reflects John’s experience in delivering the financial advice and personalized service his clients need to pursue their financial goals.
In 2018, 2019, and 2020 John was chosen as a Five Star Wealth Manager. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.*
A graduate of Bishop Hendricken High School and Rhode Island College, John serves on the Board of Directors for the ALS Association’s Rhode Island Chapter.
John’s FINRA registrations held with LPL Financial:
SERIES 7, 26, 63, 65, LIFE & HEALTH