John is a Wealth Advisor and Chartered Retirement Planning Counselor™ with BCA Private Wealth, and he joined the firm to guide clients and create tailored financial plans to help them achieve their financial goals. As a wealth advisor, he is responsible for maintaining client relationships, as well as providing market knowledge and objective financial advice. John attended Clemson University, graduating with a BS in Finance with an emphasis in Financial Planning and a minor in Accounting. John and his wife Graysen currently live in Greenville, SC with their dog, Hank. He is originally from Lamar, SC and enjoys golfing, spending time with friends and family, and cheering on the Clemson Tigers.
Professional Designations
- Chartered Retirement Planning CounselorTM
Licenses
- Series 7
- Series 63
- Series 65
- South Carolina State Insurance Licenses for Life, Health, Variable Life and Annuity
Education
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Clemson University – Bachelor’s Degree in Finance, emphasis in Financial Planning, and a minor in Accounting
Contact John for
· Financial Analysis
· Investment Analysis
· Tax Analysis
· Insurance Analysis
· Client Services and General Questions
· Distribution Services
· Investment Account Processing
· Insurance Services