John Middleton Email & Phone Number
Senior Wealth Advisor @ Mercer Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
John Middleton Location
- Charleston, SC, US
John Middleton Work
- 2023 -now Senior Wealth Advisor @
- 2010 -2023 Financial Planner, CIO and Owner @ Brighton Financial Planning
- 2008 -2010 Investment Advisor @ Brighton Financial Planning, Inc.
- 2001 -2008 Senior Director @
- 1999 -2001 Senior Vice President @
- 1992 -1999 Vice President @ Raymond James Financial
- 1989 -1992 Operations Supervisor @ Chubb & Son, Inc.
John Middleton Education
- CFP Board - Columbia University School of Professional Studies
Certificate (Financial Planning and Services)
2019-2019 - Florida State University
Certificate (Financial Planning)
2010-2011 - University of Tampa
MBA (Finance)
1989-1993 - Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (Political Science)
1984-1988
John Middleton Skills
- Alternative Investments
- Estate Planning
- Fixed Income
- Retirement Planning
- Portfolio Management
- Investments
- Finance
- Asset Allocation
- Investment Advisory
- Financial Services
- Asset Managment
- Equities
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Personal Financial
- Personal Financial Planning
- Management
- Strategic Financial
- Retirement
- Hedge Funds
- Investment Management
John Middleton Summary
- John Middleton, based in Charleston, SC, US, is currently a Senior Wealth Advisor at Mercer Advisors. John Middleton brings experience from previous roles at Brighton Financial Planning, Brighton Financial Planning, Inc., INVESCO and Mutual of America. John Middleton holds a 2019 - 2019 Certificate in Financial Planning and Services @ CFP Board - Columbia University School of Professional Studies. With a robust skill set that includes Alternative Investments, Estate Planning, Fixed Income, Retirement Planning, Portfolio Management and more. John Middleton has 1 emails on RocketReach.
Looking for a different John Middleton?
Find contact details for 700 million professionals.
Top Mercer Advisors Employees
Dave Welling
CEO
Denver, CO, US
Christine Cataldo
Chief Technology and Digital Officer
Washington, DC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co