John Masterson Email & Phone Number
Vice President | Financial Advisor
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John Masterson Location
- Indianapolis, IN, US
John Masterson Work
- 2020 -now Vice President | Financial Advisor @ CAPTRUST Financial Advisors
- 2014 -2020 Retirement Plan Consultant @ Lakeside Wealth Managment
- 2012 -2014 Managing Director @
- 2006 -2012 Consultant @ White Oak Advisors
John Masterson Education
- Purdue University 1981-1985
- Purdue University
Bachelor of Arts (BA) (Communications and Advertising)
1981-1985
John Masterson Skills
- FINRA
- Strategic Financial Planning
- Compliance Oversight
- Fiduciary Training
- Strategic Financial
- Investments
- Compliance Oversight And Plan Governance
- Investment Oversight
- Employee Education
- Insurance And Annuity Licensed
- Series 6
- 401k
- Retirement Planning
- Defined Benefit
- Asset Allocation
- 403B
- Wealth Management
- Mutual Funds
John Masterson Summary
- John Masterson, based in Indianapolis, IN, US, is currently a Vice President | Financial Advisor at CAPTRUST Financial Advisors. John Masterson brings experience from previous roles at Lakeside Wealth Managment, Sheridan Road and White Oak Advisors. John Masterson holds a 1981 - 1985 Purdue University. With a robust skill set that includes FINRA, Strategic Financial Planning, Compliance Oversight, Fiduciary Training, Strategic Financial and more. John Masterson has 1 mobile phone numbers on RocketReach.
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