John Meffert Email & Phone Number
Partner @ National Investments Services, Inc.
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John Meffert Location
- Ocala, FL, US
John Meffert Work
- 2024 - now Partner @
- 2014 - now Senior Financial Advisor, Vice President @
- 2011 - 2014 Wealth Advisor @ Wells Fargo
- 2010 - 2011 Regional Trust Manager @ Regions Bank
John Meffert Education
- Stetson University College of Law
Juris Doctorate Degree
2003 - 2005 - University of Florida
Bachelor's Degree
1996 - 1998
John Meffert Skills
- Wealth Management
- Series 7
- Private Banking
- Estate Planning
- Life and Health Insurance Licensed
- Trusts
- Investments
- Wealth Management Services
- High Net Worth Individuals
- Asset Allocation
- Retirement Planning
- Securities
- Investment Advisory
- Series 63
- Mutual Funds
- Financial Advisory
- Estate And Wealth Structuring
- Portfolio Management
- Business Development
- Finance
- Estate Planning Services
- Microsoft Office
- Goals Based Wealth Management
- Training
- Financial Analysis
- Retirment Planning And Wealth Management
- Management
- High Net Worth Wealth Planning
- Family Wealth Planning
John Meffert Summary
- John Meffert, based in Ocala, FL, US, is currently a Partner at Raymond James Financial. John Meffert brings experience from previous roles at Merrill Lynch Wealth Management, Wells Fargo and Regions Bank. John Meffert holds a 2003 - 2005 Juris Doctorate Degree @ Stetson University College of Law. With a robust skill set that includes Wealth Management, Series 7, Private Banking, Estate Planning, Life and Health Insurance Licensed and more. John Meffert has 1 emails and 2 mobile phone numbers on RocketReach.
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