John came to Adviser Investments in 2009 as an account executive. Prior to this, he was a financial adviser at both Merrill Lynch and Morgan Stanley, where he worked with individuals to develop and implement personalized financial plans and investment solutions. He also worked at Fidelity Investments, supporting Registered Investment Advisors. John is a U.S. Navy veteran and graduated from Syracuse University with a B.S. in finance.
The best piece of financial advice I ever received was “live within your means.”
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