Founder and CEO, Great Falls Wealth Management
With over two decades of experience in the financial planning industry, John uses his profound knowledge and extensive resources to help his clients achieve their goals. He’s committed to building close and lasting relationships with clients and strives to understand their stories, families and aspirations. Clients can depend on John when they need him – as a friend, he keeps their best interests in mind and wants to see them succeed.
John has a rich academic history consisting of a B.A. in history from Davidson College, an M.A. in southern history from the University of Virginia and a J.D. from Campbell University School of Law. After finishing his studies, John began devoting himself to the financial services industry, resulting in a rich and remarkable career.
A second-generation financial advisor, John’s interest in the financial field began with his father, who, for 30 years, worked as a financial advisor with Wheat First Securities and its related firms in Rockingham, North Carolina. This cultivated in John a keen interest in investments and investment management and, after finishing law school and passing the North Carolina bar exam in 1995, he joined his father’s practice. John eventually accepted a position at Wells Fargo, where he stayed for 22 years and served as premier advisor, senior vice president, branch manager and member of the director’s council. He joined Great Falls Wealth Management in 2018 and feels that, by being part of a client-centered firm that affords its advisors the freedom and flexibility to best serve their clients, he is returning his practice to its community roots.
John is a lifelong member of First United Methodist Church and has been a part of the Rockingham City Council since 2005. He’s a member of the finance committee at FirstHealth Richmond Memorial Hospital and of the Richmond County Historical Society board of directors, where he formerly served as president. John is also the former chairman of the Richmond County Hospice board of directors and served as treasurer and vice president of the Sandhills Children’s Center. Furthermore, he served on the FirstHealth board of advisors, was a trustee of Richmond Community College, and is a past president of the Richmond Community Theatre board.
Born and raised in Rockingham, North Carolina, John remains a proud resident of his hometown, where lives with his wife, Sharon. Together, they have three children, John Patrick, Alexander and Evelyn.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James does not provide tax or accounting services.