About Me

John began his investment industry career in 1997 and joined Stifel in 2023. Prior to joining Stifel, he worked at Merrill Lynch, Moors & Cabot, and Ameriprise Financial Services. John works with his clients to create customized wealth management strategies, investment plans, retirement income strategies, retirement planning strategies, and executive compensation and benefit strategies.

John earned a B.S. and MBA from Providence College and holds Series 7, 63, and 65 securities licenses.

Outside of the office, John is very active throughout his community. John coaches basketball and soccer, is very active in his children’s schools, and assists his wife, Molly, with her community activities, events, and charities.