John has been a part of Sequoia Wealth Advisors since 2006 after a long career at Morgan Stanley. He works with clients and strives to protect, preserve and grow their assets in ways that are consistent with their goals and risk tolerance. John monitors global and economic events and adjusts client portfolios as necessary. As a retired U.S. Army captain, John’s leadership experience positions him well to guide clients on their financial journey.
John holds Series 7 and 66 registrations with LPL Financial and has been named to the LPL Financial Director’s Club* from 2013 to 2018. He has a bachelor of arts in political science from Carnegie Mellon University and has completed post-graduate work at the University of Pittsburgh. John and his wife, June, live in Monterey and enjoy traveling, cooking and outdoor activities. One of John’s favorite quotes is from Warren Buffett: “Be bold when others are fearful. Be fearful when others are bold.”
*Based on annual production