John utilizes his more than 27 years of industry experience to create and execute customized wealth management strategies for clients through the team’s multi-disciplinary approach to serving client needs.
In 2010, John earned the Accredited Investment Fiduciary® professional designation from the Center for Fiduciary Studies. As an Accredited Investment Fiduciary®, John has both the knowledge of fiduciary responsibility and the duty to exercise care, skill and objectivity in recommending and reviewing investment options. John also holds his FINRA Series 7, 31, 63, and 65 registrations and his Life, Health and Variable Annuity Insurance licenses.
John began his career in 1995 as a Financial Advisor with the Greensboro office of Legg Mason, which was eventually acquired by Citi Smith Barney. In 2009, John, along with six of his fellow colleagues, established the Greensboro office of Davenport & Company.
John earned a B.A. in Economics from Virginia Tech. He served five years as Board Chair of Piedmont Classical High School, a public charter high school, and is a member and past President of the Greensboro Airport Rotary Club. He is also a member of the Greensboro Sports Council. John and his wife, Angie, have two children. In addition to spending time with family, John enjoys fly-fishing, playing golf and traveling.