About John
Serving the Orlando area, John provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, John works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
John is Senior Vice President and Managing Director for Fifth Third Private Bank in the North Florida region. He and his highly credentialed team are dedicated to the development and implementation of customized wealth management solutions for business owners, high net worth and ultra high net worth clients and their families. They bring more than 160 years of experience as trusted advisors to provide advice and solutions focusing on wealth planning, banking services, custom credit solutions, investment management and trust, tax strategies, and estate planning.
Prior to joining Fifth Third Bank, John worked at Wells Fargo for 21 years and Citigroup for 13 years, where he held several leadership positions in the wealth management groups throughout the United States. He has been in the financial services industry for more than 30 years.
Prior to joining Fifth Third Bank, John worked at Wells Fargo for 21 years and Citigroup for 13 years, where he held several leadership positions in the wealth management groups throughout the United States. He has been in the financial services industry for more than 30 years.
Education
John earned a Bachelor of Science in business management from State University of New York at Old Westbury. He has also obtained his Certified Financial Planner Designation through the Denver College of Financial Planning and holds the NASD series 4, 7, 8, 9, 24, 31, 63 and 65, Florida State Life, Health and Variable Annuity licenses.
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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