My name is John and I am honored to be a financial advisor with Edward Jones. I have helped business owners, retirees and working investors in the Ocala area since 2001. I enjoy seeing their success and helping clients through life events and investment decisions, so they have confidence in their future.

I graduated from UCF with a BSBA. I also hold an Accredited Asset Management Specialist™ (AAMS®) designation from the College of Financial Planning. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Boating, golfing and traveling are just of the few pastimes I enjoy.

Our senior branch office administrator is Bonnie D'Andrea who is dedicated to providing the highest level of service to our clients. She has over 30 years of experience in the financial services industry. Please call her with any administrative needs or to schedule an appointment.

As an Edward Jones financial advisor, I believe it is important to invest my time to understand what you are working towards before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Please contact us today at (352)351-0769.

Focus areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews

My Personal Interests

  • Active Lifestyle
  • Aviation
  • Fishing
  • Football

Office Information

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More