John brings 20 years of experience as an Investment Consultant. He began his career with Merrill Lynch in 1999 after successfully graduating from their rigorous training program. John spent about four years with Merrill Lynch as an investment advisor before joining Wachovia Wealth Management group in 2003 where he delivered custom investment solutions for the bank’s most high net worth clients. Most recently, John was employed by Fulton Financial Advisors/Raymond James where he created and managed Core Strategies, a customized investment solution focused on risk management. As of June 1, 2018, Core Strategies had grown to $194 million in assets.
John attended Wharton Executive Education at the University of Pennsylvania where he successfully completed the educational component necessary to earn his Certified Investment Management Analyst® (CIMA) designation. He also holds the FINRA Series 6, 7, 63 and 65 licenses as well as life and health insurance licenses in Pennsylvania. John lives locally with his wife and two sons. In his spare time he enjoys playing and coaching ice hockey.