John has over fourteen years of experience in the industry as a financial advisor. He currently serves as a wealth manager working directly with clients to develop a cohesive plan focused on their most complex financial goals and needs. John's comprehensive approach develops unique strategies for wealth management issues in the following areas: retirement planning , tax, insurance, and charitable planning. John will work with you personally and deliver a concierge level of service that is unrivaled in the industry.
Prior to becoming a Managing Partner at Millennium wealth Management, John had worked as an Account Executive with Fidelity Investments where he managed a practice of over $400 million. John holds a Bachelor's of Science in Finance from Wayne State University focused on Financial Markets and Investments. He is married to his wife Shawn and they have two children together. In his time away from work, he enjoys spending time with family and friends, traveling, and volunteering at his children's school.
John is solely an investment advisor representative of Private Advisor Group and not affiliated with LPL Financial.