John joined Inspired Wealth Strategies in November 2022, with 25 years of industry experience. Beginning his career as an advisor with Merrill Lynch, John has held a variety of roles in advisory, banking, and institutional sales. Notably, he was a Vice President, Financial Planning Specialist at Merrill. He then moved as a Director to the Chief Investment Office’s Ultra High Net Worth team at Merrill were he became known as the “advisor to the advisors,” working with endowments, foundations, and family offices. Committed to helping educate clients, and guiding them through the complexities of understand risk, John is passionate about helping others and strives to be a trusted resource in helping clients make sound financial decisions.
John earned a Bachelor of Business Administration, with a concentration in finance and business economics from the University of Notre Dame. To enhance his industry knowledge and better serve his clients, he is a certified financial planner (CFP) Professional and also earned the following prestigious professional designations; Certified Financial Planner (CFP) Professional, Certified Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and Chartered Alternative Investment Analyst (CAIA). He is a member of the CFA Institute, The New York Society of Security Analysts, and The Investment and Wealth Institute, where he sits on the professional review board. John is also a member of The Knights of Columbus, The Holy Name Society, and sit on his parish board.
A native of New Jersey, John has lived most of his life in Middletown. He’s a diehard fan of Fighting Irish football, old movies, reading, and classic rock, especially the Beatles. He and his wife, Josephine, are the proud parents of Erin, Brian, and Joseph. The family resides in Lincroft.