As an Edward Jones financial advisor, my focus is a one-on-one relationship with you and your family. I believe it’s important to invest my time to understand what is important to you. Then, by partnering with you and using an established process, we can build a tailor-made, long-term strategy that will help you achieve your goals. I believe in working closely with you and your team of professionals to help determine the most appropriate financial strategy for you and your family. Whether it is saving for retirement, living in retirement, saving for college, preparing for the unexpected or tax mitigation on your investments, my goal is to find a personalized strategy that will help you reach your long-term financial objectives.
I began my career at Edward Jones in February of 2017 and am currently located in the Caldwells. Prior to Edward Jones, I spent over 25 years working in the securities industry as an institutional broker, focusing on structured financial products and mortgage-backed securities.
I attended W. Paul Stillman School of Business at Seton Hall University, receiving my MBA in international finance and graduating summa cum laude in 1999. My undergraduate education was at Villanova University, where I received my BA in 1987.
On the personal side, I have been married for over 30 years and have four grown children, the youngest being 19. I have found the life experience garnered raising four children has been invaluable in helping clients plan and prepare for their futures. I love spending time at the beach; whether it is on the water or in it, I am at home. Lastly, as an active member of the local Rotary Club, I firmly believe in serving the communities I live and work in.
I believe in helping people. Organizing and coordinating your finances to help you better achieve your long-term goals is something I feel strongly about. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please feel free to contact me to discuss your situation and options.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- New Investors
- College Savings
- Insurance & Annuities
My Personal Interests
- Sports Enthusiast
Phone NumberJohn O'Hara at (973) 521-6139
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