- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Wealth Management Expert

John is Senior Managing Director of the North Florida market, responsible for coordinating the delivery of private banking, fiduciary and investment management services to Families, Family Offices and Institutional Philanthropic clients in the region.
John has over 25 years of experience advising private business owners, corporate executives, family offices and foundations on portfolio construction, tax and estate planning, business succession, family education and governance, and philanthropy.
John earned his Bachelor of Arts in English Literature from University of North Carolina at Chapel Hill and his Master's in Business Administration from University of North Florida. He holds the Certified Trust and Fiduciary Advisor certification from the American Bankers Association.
John currently serves on the Board of Trustees for the Evergreen Cemetery Association and Scenic Jacksonville and has a long history of community involvement in Jacksonville with organizations such as Cummer Museum of Art and Gardens, Episcopal School of Jacksonville, Public Service Grants Council, Cultural Council, United Way of NE Florida and University of North Florida.