Personal Information
Organization / Workplace
Charleston, South Carolina United States
Occupation
Investment Advisor
Industry
Finance / Banking / Insurance
About
John, a CERTIFIED FINANCIAL PLANNER™ and ACCREDITED INVESTMENT FIDUCIARY®, cut his teeth at Merrill Lynch, learning the intimate details of the wire-house world, and thus recognizing the pros and cons of working with a Wall Street behemoth. It was this experience that led John to believe there was a much better way to do things for his clients.
John then joined forces with a select group of like-minded individuals at Questis with a new mission; To educate investors on the reality of investing, how capital markets work, and shine a light on how brokers and brokerage firms really operate.
Questis helps investors succeed by navigating them through the ever-increasingly complex fi...
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