John Hanlon

Background

About John Hanlon

John Hanlon serves financial advisors and their clients by building strong relationships and working collaboratively to ensure that the best outcome for the client is achieved. John is passionate about working with financial advisors and their clients to help meet their family wealth goals. He strives to develop both a personal and professional relationship with financial advisors and be viewed as a valued member of their extended team. As a Private Wealth Consultant, John works collaboratively with financial advisors with clients of significant wealth, defined as investible assets of $25M+ or a near term liquidity event creating this wealth. He oversees a comprehensive process to help clients articulate their goals and dreams, provide suggestions on strategies, create a timeline for implementation and assist them with follow through. For more than 30 years, John has understood the importance of financial planning and has developed an expertise in wealth conservation and transfer strategies, charitable planning, business disposition and the use of insurance in planning. He earned a Masters of Science in Financial Services from The American College and his B.A. in Business Administration from Rollins College. John values ongoing education to continue to grow and expand his expertise, and to that end, he has completed several distinguished industry certifications that demonstrate his commitment to wealth management planning. He has earned the Certified Private Wealth Advisor® (CPWA®) designation, specifically designed for wealth managers who work with affluent clients."Investment Management Consultants Association® (IMCA®) is the owner of the certification marks "CPWA®" and "Certified Private Wealth Advisor®". Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.