John has been a Registered Representative in the financial services industry for over two decades and with Digital Investment Services for over 8 years. Prior to his current role, John held positions at Charles Schwab, Fidelity Investments, and Evergreen Funds. John takes the time to fully understand his clients’ needs and uses his industry experience to create customized investment strategies for his clients.
John currently assists clients in our Leominster, Westborough and Worcester branch locations. John proudly served in the United States Marine Corp. and currently resides in Shrewsbury with his family.
- Salem State College - BS in Finance
*Series certifications are held with LPL Financial.
- Series 7, 6, 63 & 66