2020 marks my 20th year as a financial advisor in the Edward Jones Lake Elmo branch. I am a second-generation financial advisor as my father served in a similar capacity for forty years in a growing community in southern Wisconsin. In my youth, I helped him deliver calendars to his clients around the holidays. Today, I am proud to be the first branch in Lake Elmo, and very proud to serve the greater Lake Elmo and St Croix Valley community. And yes, we deliver calendars!
Following H.S., I attended the University of Colorado at Boulder, and received a bachelor's degree in finance from the Leeds School of Business. I then pursued my interests in real estate, leading to a 16-year career in commercial real estate management and development. The latter half of that period brought me from Denver to St Paul.
I soon acquired a greater professional passion for working in the community, for serving individuals, families and small business owners, and assisting and guiding them with their unique financial and investment goals. The knowledge, skills and experience gained from those initial years in the business world provided an invaluable springboard to serving as a financial advisor for Edward Jones.
My business focus is planning for retirement, income in retirement, saving on taxes and estate consideration strategies. My clients come from varied backgrounds, though I've focused much of my time serving 3M employees and retirees. To this end, I am profoundly grateful. I am inspired almost daily by the importance for the work that we do, and the relationships that we enjoy.
The branch team includes Carrie Dwuznik, Sr BOA. Carrie and I have worked together for over 10 years. Carrie comes to work every day with an uncompromising passion to exceed clients' expectations.
My wife, Deidre, and I recently celebrated our 25th wedding anniversary. We live and serve right here in the St Croix Valley, and have three grown children and three young grandchildren.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
- Wealth Strategies
My Personal Interests
- Community Outreach
- Outdoor Enthusiast
Office Address10390 39th Street N Suite 5
Lake Elmo, MN 55042
Phone NumberJohn W Mead at (651) 777-7603
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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