John joined our team in June of 2019, with 20 years of experience from Fidelity Investments. John's extensive experience has been in the retirement area, as a Relationship Manager. He worked directly with 401(k) retirement clients and their accounts, insuring all their service needs where met. He conducted in-person client meetings, including yearly plan reviews, ensuring that their overall plan designs where up to the best standards.
John is a welcomed addition to our team, with his experience in managing relationships and proactively working with customers, along with his extensive product knowledge.
John and his wife reside in their home town of Whitinsville and in his spare time he enjoys golfing.