John is the President and Managing Member of Palmetto Wealth Management, LLC. A fee-only, boutique RIA focusing on high and ultra-high net worth clients - helping them personally navigate the global financial landscape by consulting on all aspects of portfolio allocation, estate planning and charitable endeavors. The primary analytical focus is market psychology and how best to tailor a plan that is personally comfortable and able to benefit from emotional dislocations.
Prior to founding PWM in 2009, John spent 16+ years in the wirehouse world with Merrill Lynch, A.G. Edwards & UBS – in multiple roles from client advisor up to and including regional management.
John is a proud Nittany Lion with a B.S. from The Pennsylvania State University and is looking forward to a permanent return to Hilton Head Island with his wife and daughter in the next year or two. Until then, he’s decided to relieve market stress by dragging his 40-year-old body through Olympic Distance triathlons in the soul-crushing summer heat. (…makes the market “suffer-meter” not feel so bad).