Client Service and Planning Support

“In my past experience as a financial advisor working with small business owners and retirement plan participants, I’ve seen firsthand how powerful strategic and properly executed retirement planning can be for everyone. When done correctly, it allows the “saver” to retire with confidence that is void of fears of not having sufficient funds for their retirement. Nothing brings me more joy than seeing someone able to retire on their terms and feel confident about their personal finances.”

 

John is the most recent addition to the Blue Hills Wealth Management team as he joined us in January 2024 to provide client service and planning support. His 30+ year career path has taken him from the back-office operations of Merrill Lynch to the boardroom of a NYSE firm when he was President of their asset management unit. Most recently, John was Marketing Manager for the Retirement Services department of our broker dealer, Commonwealth Financial Network. He holds FINRA registrations 7, 63, 65 as well the CERTIFIED FINANCIAL PLANNER™ designation.

 

John’s passions involve food and travel. In fact, he holds a Certificate of Cuisine from the Cordon Bleu cooking school in Paris.  So, in his free time you will find him experimenting in the kitchen or boarding a flight to explore the world.