Meet John
John is a Sr. Wealth Advisor based in Charleston, South Carolina. He joined Mercer Advisors in 2023 through the acquisition of Brighton Financial Planning where he was Owner, CIO, Financial Planner, and Investment Advisor since 2008 and acquired the firm in 2010. Prior, John held several senior roles, including as Sr. Director and Client Portfolio Manager in the quantitative strategies group at Invesco and as Sr. Vice President at Mutual of America. His career began at Raymond James & Associates in 1992. John holds an MBA in finance from the University of Tampa, a Certificate in Financial Planning from Florida State University, and a B.A. degree from Rutgers University. He is a CERTIFIED FINANCIAL PLANNER® professional, Certified Financial Analyst®, Chartered Alternative Investment Analyst, and Accredited Investment Fiduciary®.
John’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, John has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
His working style
John is inviting and puts the client first. He operates with integrity, taking fiduciary responsibility seriously. He has a strong desire to help provide clients with reassurance and Economic Freedom™.
John in real life
What keeps you busy outside of work?
I enjoy golf, fitness, and travel.
Favorite thing about where you live?
I love the low country landscape, food, and weather of Kiawah Island, South Carolina.
Any words you try to live by?
“Live for today, plan for tomorrow.”
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