John’s focus as Director of Private Wealth is to help provide clients with solutions relating to financial planning, estate planning, and investment advice. John and his team focus on taking the time to meet with our clients to ensure that each of their needs and concerns are addressed appropriately and accurately. Prior to joining Asset Strategy Advisors John was the founder and managing partner of Castle Hill Financial Group, LLC. After 12 years of successful growth John and his firm joined Asset Strategy Advisors combining their resources and expertise to better help their clients. John began his career in investment banking in New York City and earned his Bachelors of Science in Finance and a Pre-Law Degree from the Ancell School of Management at Western Connecticut. He holds his NASD Series 7 and 66 registrations and a Massachusetts LA&H Producers License.