In his 38 years as a financial advisor, John has helped thousands of clients with financial planning and investment management. He focuses on asset management, helping clients work toward achieving the portfolio returns they need to reach their goals while remaining mindful of their risk profile. John is passionate about providing valuable advice and education to help clients make financial decisions that support their objectives. John received his undergraduate degree in finance from Lehigh University. He went on to earn the CERTIFIED FINANCIAL PLANNER™ certification and a master’s degree in financial planning from the College for Financial Planning. John’s career began in 1983 at Merrill Lynch, where he was hired as a Financial Advisor after completing the firm’s Donald Regan program for financial planning. Subsequently, John worked at Smith Barney and Morgan Stanley. Since joining Raymond James in 2005, John has been named to the firm’s prestigious Chairman’s Council every year since 2011. In 2015, 2016 and 2018, John was listed by the Financial Times as one of the FT 400 Top Financial Advisors in the country.* Additionally, in 2018 and 2020, John was recognized as a Forbes Best-in-State Wealth Advisor.** He is also a well-respected financial strategist whose research was published in the July 2010 and June 2016 issues of the Journal of Financial Planning. John has appeared numerous times on Bloomberg Television, CNBC, Fox Business News and other media outlets. John joined Wealth Enhancement Group in 2022 through the Burke Financial Strategies acquisition. John and his wife, Diane, have three adult children. He is an active member of his community and St. Paul’s Episcopal Church in Westfield, New Jersey, where he has served as treasurer. Along with Diane, John proudly supports and volunteers for the American Red Cross, in addition to supporting Children International, Community Food Bank and New York City Relief Bus. He is the owner of the Academy for Continuing Professional Education, which provides continuing education classes for accountants in central New Jersey. *2015 Financial Times Top Financial Advisors minimum criteria: Financial advisors managing at least $200 million in assets and more than 10 years’ experience. Selected based on six criteria including: assets under management, asset growth, compliance record, experience, credentials and online accessibility. **The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.