Why choose Independence with FiNet?
Advisors who choose FiNet are choosing independence without settling or sacrificing on resources and support by offering more.
Advisors who choose FiNet are choosing independence without settling or sacrificing on resources and support by offering more.
Flexibility to design your own destiny, run your business and serve clients the way you want
Growth opportunities to take your business to the level you envision
Day-to-day support from dedicated specialists
Access to resources from one of the nation’s largest financial institutions
Access to investment and lending solutions through Wells Fargo affiliates, to meet the most sophisticated client requirements
Technology platform to deliver efficiency and improve the advisor & client experience
President of FiNet
John is responsible for the strategic direction and oversight of activities to support the needs of independent financial advisor business owners and their clients.
John has worked in the financial services industry for over 25 years, holding a variety of leadership roles in fintech as well as independent advisor and wirehouse market segments. Prior to joining FiNet, he was chief growth officer for wealth management fintech, AdvisorEngine. Previously, he was president of Citizens Financial Group’s Private Wealth Management business. John also held a variety of leadership positions at Bear Stearns, where he headed their clearing and custody business for RIAs and independent broker dealers, Charles Schwab, and Merrill Lynch, including president of Merrill Lynch’s custody and clearing business for RIAs and independent broker dealers.
John earned a bachelor’s degree in psychology from the University of Georgia and executive education certificates at Oxford University in fintech and MIT in strategy and innovation.