Knowledge Powered by experience
John's past experience in banking compliments his role as a financial advisor, providing insight on both lending and investment strategies to reach your goals. John graduated from Berklee College of Music and spent eight consecutive semesters on the Dean's list. He developed a unique skill set that he applies to financial planning and problem solving.
John is an active board member with Texas Accountants and Lawyers for the Arts (TALA) and volunteers with Meals on Wheels. When John is not in the office he enjoys spending time with his family, playing hockey, and performing with his 12-piece cover band.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial Advisor |
Austin |
October 2016 - Present |
Wells Fargo |
Regional Private Banker |
Austin |
March 2011 - October 2016 |
Accomplishments
- Central Texas Star Award, Wells Fargo. Top banker in Central Texas.
- Southwest Texas Credit Choices Stars Award, Wells Fargo. Top banker in the Southwest region.
Education
- Bachelor of Music, Berklee College of Mucis, Music Production & Engineering, 2011
- University of Texas, Center for Professional Education, CERTIFIED FINANCIAL PLANNER¿
Licenses
- Series 6-Investment Company and Variable Contracts Products Representative (TX)
- Series 7-General Securities Representative (TX)
- Series 63-Uniform Securities Agent (TX)
- Series 65-Uniform Investment Advisor (TX)
- Life & Health insurance license (TX)
Registered States:
AL, CA, CO, FL, IL, IN, MD, MO, MS, MT, NM, NY, OK, OR, TX, VA, WA, WV