PROFESSIONAL PROFILE
On behalf of affluent entrepreneurs, physicians, attorneys, corporate executives, and successful professionals my team provides a high level of knowledge and service. With our mission of managing wealth with minimal volatility and without undue risk my team utilizes an wide array of research tools to select the appropriate investment vehicles for asset accumulation, income, and protection including: stocks, bonds, mutual funds, ETF’s, option strategies, alternative investments and portfolios run by selected money managers.
Together with his team of specialists in a variety of areas of expertise, John offers clients a wide range of services:
-Advice and Planning
-Retirement
-Estate Planning
-Investments
-Tax-Minimization Strategies
-Philanthropy
-Insurance
-Solutions for Businesses
-Hedging
-Wealth preservation and transfer services
John works closely with your CPA and attorney to ensure that you have a team of professionals behind every decision. He is committed to reviewing your financial situation, going beyond the single dimension of investments, and providing personalized service and advice you can trust.
My philosophy of investing is centered on client’s needs. I develop an investment plan based on clients’ goals, investment assets, and risk tolerance. The result is an asset allocation and diversification strategy designed for them personally. While I may employ a wide variety of financial strategies to achieve these goals, I prefer to take advantage of the best money managers available for the diversification and professional management they provide. I also provide ongoing monitoring of my client’s investments.
Biography
John Currently resides in Bellport. He attended Stony Brook University and currently holds Series 7,6,63,65, life & health registrations, and his Certified Special Needs Advisor designation (CSNA). John is fluent in Portuguese and Spanish. His professional background includes experience working for a large multi national bank in their retail investment division.
John serves on the business advisory board of Suffolk County Community College, on the committee of Long Island Cares (The Harry Chapin Food Bank), is a member of the Patchogue Rotary, and a member of the IMA (The association of accountants and financial professionals).
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the section of TotalMerrill.com