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At Salem Five Financial
John enjoys helping valued clients manage their financial challenges and seek to capitalize on their opportunities. His specialty is bringing together teams of financial professionals to design, implement and monitor tailored financial plans. John brings twelve years of experience in banking and investments. Prior to joining Salem Five he worked with Bank of America Investment Services as a partner in a financial planning practice, focused on wealth forecasting for executives and physicians. Before Bank of America, John developed customized deposit and credit solutions for entrepreneurs and small businesses with Citizens Bank. Prior to his banking career, John had additional financial services experience with 11 years in the retail industry. He gained exposure to finance and insurance at AIG and worked with small business decision makers at Paychex.
Before Joining Salem Five Financial
Bank of America Investment Services, Boston, MA Citizens Bank, Lexington, MA American International Group Paychex Nordstrom, Regional Buyer and Sales Manager
Duke University, Durham, NC BA, Major in Economics, Minor in Management Sciences, 1987
Lfe, Accident and Health Insurance Licenses.
Industry Licenses for series 7, 66, held through LPL Financial.
John and his wife, Tanis, live in Marblehead and are active in the community. John has served on the Board of Directors of a local charity, acted as Treasurer of the Music Committee at Old North Church, participated in Rotary, and enjoys boating and skiing as often as possible. He has three daughters – Cameron, Harper and Audrey.
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