With over 40 years in the business, John believes engaging with companies to educate their employees is one of the most rewarding opportunities in financial services. He has spent his career specializing in retirement plans and retiring solutions. His roles have varied from providing consulting services for individuals and guidance for companies with retirement plans educating them on how to maximize their plan potential.
John began his career as a Retirement Plan Specialist working for a variety of companies. He started his career with ADP and later capitalizing on opportunities with CNA, Wachovia, Invesco, and Hartford expanding his knowledge in all aspects of the retirement services industry including administration of plans, plan design, customer service for participants, client relationship management for Plan Sponsors, Sales, and executive management before making his way to Raymond James & Associates. He believes this experience has given him a broad range of knowledge and skills to best suit the companies and participants to meet their retirement goals and lifestyles they have earned and deserve.
John is a registered representative of Raymond James & Associates and is Series 7 and 66 Registered. He went to Sacred Hearts High School in Yonkers NY and went on to graduate from Iona College in New Rochelle NY with a BA in Economics.
He grew up in New York City and now lives in Temecula California with his wife of 40 years Victoria. They have been active supporters and volunteers of the American Cancer Society. They have 2 children Tom and Lauren. He likes to travel, hike, cook, and play to guitar in his spare time.
Raymond James & Associate, Inc. Member New York Stock Exchange/SPIC.