John Advisor Email & Phone Number
Director
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John Advisor Location
- Lexington, KY, US
John Advisor Work
- Director @ Baird (October 2019 - Present)
- Wealth Advisor, Senior Vice President @ (January 2009 - October 2019)
- Senior Portfolio Manager @ (October 2002 - March 2009)
- Senior Portfolio Manager @ (January 1986 - January 2002)
- Marketing Rep @ (January 1983 - January 1986)
John Advisor Education
- University of Kentucky
Bachelor of Business Administration (B.B.A.) (Management)
1976-1981 - Lexington Catholic High School 1974-1976
John Advisor Skills
- Estate Planning
- Financial Planning
- Insurance
- Portfolio Management
- Retirement Planning
- Wealth Management
John Advisor Summary
- John Advisor, based in Lexington, KY, US, is currently a Director at Baird. John Advisor brings experience from previous roles at Hilliard Lyons - A Baird Company, UBS, Salomon Smith Barney and IBM. John Advisor holds a 1976 - 1981 Bachelor of Business Administration (B.B.A.) in Management @ University of Kentucky. With a robust skill set that includes Estate Planning, Financial Planning, Insurance, Portfolio Management, Retirement Planning and more. John Advisor has 5 emails and 6 mobile phone numbers on RocketReach.
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