As Vice President, Wealth Advisor, John excels at helping clients not just navigate their investment plans but truly understand and connect with their financial goals. His approach goes beyond portfolios, emphasizing the importance of building genuine friendships with his clients. John conducts regular reviews of individual portfolio performance, ensuring appropriate asset allocation and investment selection. Communication is at the forefront of John’s relationship style, as he strives to be a true partner to each client.
With a finance career dating back to 1994 in London, John boasts a rich background in institutional product distribution and sales. His journey led him to the United States in 2009, where he served as the Director of Global Trading for a Dallas-based minority brokerage firm before transitioning to retail wealth management in 2017. John joined Arvest in 2020, following his relocation to Northwest Arkansas in 2019. He joined NewEdge Wealth’s Bentonville office in 2023.
He currently lives in Rogers, AR, with his wife and two young sons.