As a Financial Advisor with Waddell & Reed, John seeks to bring investment, insurance, education, retirement, estate, and tax strategies into one comprehensive financial plan. His goal for doing so is to maximize efficiencies and minimize gaps that could potentially leave clients under-prepared. Part analyst and part coach, he can recommend tailored, practical solutions, explain complex issues and guide clients through implementation.
Regular check-ups of your financial health
Plan performance monitoring and review of your changing investor profile is central to John’s role. He can keep you informed of progress toward your goals and can model multiple saving, spending and allocation strategies.
The Power of Collaboration
In developing and refining your personalized financial plan, John often works with other Waddell & Reed advisors in an effort to bring their full range of resources to bear in support of your goals.
Whether you are planning for retirement, saving for college or just trying to create the financial future you want, John can develop specific strategies to help you answer the most important question of all, “Am I well planned and how can I tell.” The first step of the process is to contact him to get started on your personalized plan.
John is a graduate of Syracuse University. He currently holds the Series 7 and Series 66 securities registrations along with the North Carolina Life, Accident & Health or Sickness as well as Long Term Care insurance licenses. John is currently a member of the Needmore Ruritan Club and Devils Ridge Golf Club. John and his wife Jennifer live in Holly Springs, NC where they are active in the local community.
Waddell & Reed is not affiliated with any other entities referenced. 11/20