The way forward

Today, tomorrow and for generations to come

Sailboat splashing in water

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

Boardwalk ocean

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • John Petracco Profile Photo

    John Petracco

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • CT
    • DC
    • FL
    • GA
    • IA
    • IN
    • KS
    • LA
    • MA
    • MD
    • MI
    • MN
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SC
    • TX
    • VA
    • WA
    • WI
    • WV

    John started his financial career in 1983 at Merrill Lynch. Since then, he has managed and protected his client's futures through 14 market corrections and 3 economic recessions, including 1987's "Black Monday Crash." With discipline, communication, and hard work, he was able to guide his relationships through that major financial crisis, and every ensuing stressful market and economic predicament since, including the 2008 Financial Crisis.

    John focuses the team's concierge service model and practice management on multi-generational planning. Estate preservation, lifetime income, life insurance and long-term care insurance are all areas he tailors to deliver a personalized financial and investment plan for each relation. John leads the team's corporate retirement plan offerings. He collaborates with business owners, boards, and fiduciaries to maximize efficiencies of the plan design and process.

    John is an active supporter of numerous community organizations. He was the Charter President of the Board and a current member of Florida Gulf Coast University Eagles Club, the former President of Porsche Club of America - Everglades Region, and the co-founder and chair of the Florida Porsche Parade of Presents to the Golisano Children's Hospital. Appointed Council President of St. John XXIII in Ft. Myers, he led the successful seven million dollar capital fund campaign that built the campus. Since 2005, John was the President of the Catholic Community Foundation of the Diocese of Venice, appointed by Bishop John Nevins, and most recently re-appointed in 2014 by Bishop Frank Dewane.

    John is an avid outdoorsman who especially enjoys spear fishing, sailing, and swimming. John and his wife of 39 years, Valerie, live in Fort Myers, and have two adult children. Their son JJ lives in Dallas, and works in the agricultural sector, and their daughter, Gina, is a Physician's Assistant (PA-C) in dermatology in Southwest Florida.

          7950 Summerlin Lakes Drive
          Suite 1
          Fort Myers, FL 33907
        • Wyatt Banko

          Wyatt Banko

          Client Associate

          • image
          • image

            Wyatt graduated from Florida Gulf Coast University with a B.S. in Finance and a specialization in Financial Services. Wyatt is our team's lead Client Service Associate who focuses on enhancing the client experience, and takes ownership of implementing out concierge client service model. Wyatt enjoys getting to know and interact with our clients, with daily goals of continuing to cultivate an everlasting relationship. 

            Outside of the office, Wyatt can be found spending time outdoors whether it be fishing, camping, or hiking with his dog, Nova. Wyatt also enjoys both playing and watching football and soccer, while being an avid racing fan of Formula 1 and IndyCar. Wyatt comes from a big family and considers family very centric to the way he lives his life.

            Wyatt is grateful to be a part of Petracco Wealth Management and looks forward to talking with you soon!

                  7950 Summerlin Lakes Drive
                  Suite 1
                  Fort Myers, FL 33907
                Retirement planning

                Retirement planning

                Multigenerational planning

                Multigenerational planning

                charts

                Investment management

                Are you ready for anything?

                A Liquidity strategy can help.

                In a world of uncertainties—like market volatility or rising inflation—it’s no wonder 70% of investors surveyed say they want to boost their emergency savings. So how can you move forward with confidence? Have a strategy for the cash you need right now. Click to watch how.

                Source: UBS Investor Watch, The new valuables; June 2021: 3,800 investors surveyed in 15 markets around the world; May 2021.

                Backed by the strength of UBS

                A global leader in wealth management

                $3.3 trillion

                In invested assets globally 
                As of 12/31/2021

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

                Insights