At Salem Five Investment Services
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 Investment Services
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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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Salem Five Bank and Salem Five Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Investment Services, and may also be employees of Salem Five Bank.
These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Investment Services.
|Not Insured by FDIC or Any
Other Government Agency
|Not Bank Deposits
The Salem Five Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NY, OH, OK, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV.