Wells Fargo Advisors,LLC - Chapel Hill, North Carolina since Dec 2012
Financial Advisor, AVP-Investments
Raymond James - Chapel Hill, NC Feb 2006 - Dec 2012
First-Vice President, Investments, Branch Manager
Charles Schwab Private Client Group Jul 1997 - Feb 2006
Private Client Consultant
Dean Witter Reynolds Aug 1993 - Jul 1996
Retirement Planning Specialist
Education:
University of Delaware 1982 - 1988
Bachelor of Arts, English
St. Andrews School 1979 - 1982
Skills:
Retirement Planning Investments Retirement Insurance Small Business Financial Advisory 401K Investment Strategies Securities Wealth Accumulation Insurance Planning Wealth Preservation Planning Long Term Care Alternative Investments Risk Management Annuities Equities Mutual Funds Ira's Capital Markets Bonds Wealth Transfer Wealth Strategies Asset Allocation
Durham, NC Wilmington, DE Austin, TX Chadds Ford, PA Chapel Hill, NC Greensboro, NC
Work:
Raymond James & Associates, Inc. - Financial Planning, Financial Adviser Charles Schwab Private Client Group Dean Witter Reynolds, Inc. American Express Chase Bank
Education:
University of Delaware, St. Andrews School, A. I. DuPont High School
About:
John attended the University of Delaware, receiving his Bachelor of Arts degree in 1988. He was originally trained by his father in the institutional bond business. He earned two distinguished designa...