John has over thirty years of experience in the insurance and financial services industry. He specializes in developing estate and business succession plans for highly compensated executives, professionals, physicians, and owners of closely held corporations. Prior to joining Stratos Wealth Partners on September 11, 2013 he was Managing Partner of Heritage Private Wealth, LLC from November 2010. John also was in management with Lincoln Financial Advisors (formerly Cigna Financial Advisors) for fifteen years, and before Lincoln five years in retail banking with Comerica Bank, five years with Mutual Benefit Life, and two years with Mass Mutual as a financial planner.
His professional memberships include: The Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors, The Estate Planning Council of Detroit, The American Association of Life Underwriters, Pinnacle Equity Solutions, and he was awarded the Five Star Wealth Advisor for 2012, 2013, 2014 and 2015*.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners, Exit Promise, L.P., and LPL Financial are separate entities.