John is a LPL Financial Advisor and Managing Partner of Kennebunk Investment Services.
John has an undergraduate degree from the University of Southern Maine and received his MBA from Suffolk University in Boston. John holds the professional designations of CFP® (CERTIFIED FINANCIAL PLANNER™). He has earned his Series 06, 07, 63 and 65 registrations held with LPL Financial.
John has been in the financial services industry since 1993. He started his career in Boston working for Scudder Investments and JP Morgan Chase. In 2003, John was hired by Kennebunk Savings Bank to start and build an investment division which became Kennebunk Investment Services. In 2017 he and Paul Wolf purchased Kennebunk Investment Services from Kennebunk Savings and now operate the firm independently. John was a Vice President and Financial Advisor with Kennebunk Savings until 2017. John was recognized as a “Top 100 Bank Advisor” in 2016* by Bank Investment Consultant, a leading financial services industry magazine.
John is active in the community. He is a member of Kennebunk Rotary Club and a member of the Advisory Committee to the Maine Supreme Court on Judicial Ethics. He is a past member of the Town of Kennebunkport budget board and past board of trustee at Graves Memorial Public Library in Kennebunkport.
John and his family reside in Kennebunkport.
*Bank Investment Consultants ranked bank and credit union advisors by assigning a score between 1 and 11 on the following 6 variables: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM.