John Haddock

Background

About John Haddock

John Haddock is a Wealth Management Advisor in the Indian Wells office and started his career with Merrill Lynch Wealth Management in June of 2011, under his senior partner Diane Valenzuela. As a Wealth Management Advisor, John is passionate about delivering outstanding service and assisting clients by offering financial strategies and advice tailored to their personal finances. John's approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations designed to accurately reflect each client's income and growth expectations. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, education, insurance and estate planning services. John is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. John graduated with honors, receiving a bachelors degree in Finance from California State University, San Bernardino. He is a resident in the city of Palm Desert and is an avid golfer. As a lifelong native of the Coachella Valley, he has a strong bond to the local community. John is very passionate about helping clients and providing personal financial advice. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S, which it awards to individuals who successfully complete a CFP Board's initial and ongoing certification requirements.*Merrill Life Agency's California License Number 0522776