Private Wealth Advisor, First Vice President
John joined Merrill in 2009 and is currently a Private Wealth Advisor within Merrill Private Wealth Management. He began his career in financial services at Bernstein Global Wealth Management in the Private Client business where he worked with a number of high-net-worth clients across several industries. Prior to this he spent several years leading sales teams and business units for a diversified technology provider to the financial services industry, ultimately responsible for over $1B in revenue. Currently John works with ultra-high-net-worth clients providing them with customized financial strategies across a broad spectrum of services. He is skilled in a range of offerings, including estate planning services, inter-generational wealth transfer, concentrated stock strategies, and cash-flow modeling
John is a member of the Advisory Council for the Business School at Stephen F. Austin State University, Klein Education Foundation, and Big Brothers/Big Sisters of Houston.