Verified recordFinancial Services

John Bussel

Principal, Chief Investment Officer, Senior Financial Advisor at Team Hewins

Based in Miami, United States

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Seniority

Other

Department

Other

Location

Miami

Industry

Financial Services

Company size

30

Contact information

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Email

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j•••••••@teamhewins.com

Phone

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Background

About John Bussel

As Chief Investment Officer at Team Hewins, I aim to bring the financial professionalism and knowledge used by great institutions to our individual and family clients. When someone becomes a Team Hewins client, they quickly gain an appreciation for our fiduciary spirit and rigorous supervision, along with the sophisticated investment choices that institutions have long enjoyed. I've seen all sides of investment financial services. I draw from my experience as Assistant Vice President and Investment Officer for Fiduciary Trust International, where I developed my knowledge of industries, markets, and portfolio management. In 1996, I sought a more personal side to investing and became a Financial Advisor for Prudential Securities. I grew to prefer the unique characteristics of a fee-only firm like Team Hewins and transitioned to independent advising in I wanted to be a trusted resource for people to get sound, objective advice. I like knowing we are liberating people to pursue their life passions without having to lose sleep about what’s happening to their finances. I joined Hewins Financial Advisors in 2004 and became Chief Investment Officer in 2016 before transitioning into the role at Team Hewins. Working with private clients and family-based foundations, I have a special interest in family wealth management. Understanding the wishes and needs of each family member, while leveraging the benefits of collective investment planning, is an extension of the dedication and care I take with all clients- The material presented by John Bussel is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. John Bussel is an Investment Advisory Representative with Team Hewins. Advisory services are provided by Team Hewins, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Team Hewins expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.

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