An industry veteran with more than 30 years of experience, John is dedicated to understanding and serving the complex needs of highly successful individuals and families. His background in private banking, wealth management and business consulting gives him a broad perspective that he applies to all aspects of his client relationships. To further his knowledge on behalf of his clients, John has earned the CERTIFIED FINANCIAL PLANNER™ certification.
Prior to joining Merrill, John worked as a financial advisor with UBS & Citigroup, as well as related roles at other national firms. As his professional career evolved, John spent more than 14 years as an active duty reservist in the U.S. Navy, ultimately rising to the rank of Lieutenant Commander before retiring in 2006.
John graduated from Southern Illinois University with a B.S. in finance and accounting and earned his M.B.A. with honors in finance and economics from DePaul University’s Kellstadt Graduate School of Business. John has two daughters, Alexis and Mimi. He is an active volunteer at Immaculate Conception Parish and School, as well as a member of the executive board of the College of DuPage Foundation. He formerly served on the board of the XXI Century Kids 1st Foundation.
Named to the 2023 Forbes “Best-in-State Wealth Management Teams” list as a member of the Attard, Strnad, Sierakowski Edwards & Associates team.Published on January 12, 2023. Rankings based on data as of March 31, 2022.*Named to the Forbes “Best-in-State Wealth Advisors” list in 2022.**
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
*Source: The Forbes “Best-in-State Wealth Management Teams” list, published on January 12, 2023. Rankings based on data as of March 31, 2022.
Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
**Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
You are now leaving Bank of America Merrill Lynch.
By clicking Continue, you will be taken to a website that is not affiliated with Bank of America Merrill Lynch and may offer a different privacy policy and level of security. Bank of America Merrill Lynch is not responsible for and does not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered or expressed on other websites.
You can click the Cancel button now to return to the previous page.