Senior Vice President–Wealth Management
Financial Advisor
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.
Let's connect
Senior Vice President–Wealth Management
Financial Advisor
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.
Let's connect
Client Associate
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!
Client Associate
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!
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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