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John J. Faircloth, Jr. CFP

Senior Vice President–Wealth Management

John is a CERTIFIED FINANCIAL PLANNER™ and a graduate of the University of Florida with a degree in Business Administration. He began his career with Merrill Lynch in 1985 and has experience in portfolio management, retirement strategies, and estate planning. John lives in Tampa with his wife Kathy and two children. He volunteers at various organizations and enjoys coaching youth athletics

Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MO
  • MS
  • NC
  • NH
  • NJ
  • NM
  • NY
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • VT

Education

  • Bachelor's, Business Administration, University of Florida

Credentials

  • CERTIFIED FINANCIAL PLANNER®
101 E Kennedy Blvd
18th Floor
Tampa, FL 33602
  • (813) 227-2892

Email Me

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

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