As a Financial Advisor with Morgan Stanley, John brings over 6 years of experience. John’s vision is to help build wealth and protect the legacies of families, businesses and the individuals most important to them. He takes pride in identifying planning opportunities around cash management and lending solutions that can help clients face the future with financial confidence. John is passionate about providing a concierge level of service.
John runs a consulting practice that is specifically designed to give tailored advice and guidance to closely held businesses, ultra-high-net-worth investors and entrepreneurs and their varied needs, which range from liquidity to recapitalization. It’s a concept that utilizes Morgan Stanley’s intellectual capital to put together the investment and wealth management methodologies to assist with investment and asset management, financial planning, estate and wealth transfer planning strategies, risk management and philanthropic giving.
Upon graduating from the University of South Carolina, John began his financial journey with a boutique registered investment advisory firm. He provided highly personalized goals-based financial planning and asset management to high-net-worth investors and professional athletes.
John is an avid golfer and marathon runner. He’s passionate about the University of South Carolina Gamecock sports. Additionally, he serves as an Executive Board Member for Morris Brown College Foundation, Legacy Advisor with Children’s Healthcare of Atlanta Foundation and Back on My Feet Advisory Board.