John has been with GW & Wade since 2011. John brings expertise in investment management, tax planning and preparation, and financial counseling.
Prior to GW & Wade, John specialized in taxation and estate planning at a tax and estate planning firm. He is also a member of the firm’s investment committee.
- Admitted to practice law in Massachusetts
- General Securities Representative (Series 7)
- Securities Agent & Investment Adviser Representative (Series 66)
- JD, Western New England College School of Law
- LL.M in Taxation from New York University School of Law
- BS, Western New England College