With a career spanning more than 30 years in wealth management, John founded Miami Shores Wealth Management to provide clients with independent financial guidance tailored to their needs.
Before establishing the firm, he built his industry foundation at several respected financial institutions, including Barnett Investments, Banc of America Investment Services, Wachovia Securities, and most recently Merrill Lynch. Following Wells Fargo's acquisition of Wachovia, he continued serving clients through the transition as part of Wells Fargo Advisors. Guiding clients through diverse economic cycles and historic market environments across three decades provided him with a deep perspective on portfolio resilience and wealth preservation. Today, he brings that experience to an independent setting, where strategies are designed around each client's individual needs and objectives.
A cornerstone of this new chapter is partnering with his son, Danny. Working side by side allows the firm to unite decades of seasoned market experience with long-term continuity, establishing a true multigenerational practice dedicated to serving client families today and for decades to come.
Outside of the office, John remains an active part of the local community and values building genuine, lasting relationships with the clients and families he serves.