John Willard

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John is a dedicated financial professional with experience spanning several of the industry’s leading firms, including Merrill Lynch. Since graduating from La Salle University, he has built a career focused on helping individuals and families navigate complex financial decisions with clarity and confidence.

He holds the Securities Industry Essentials (SIE), Series 7, and Series 66 licenses, equipping him to deliver comprehensive investment guidance and personalized planning strategies. Known for his client-first approach and deep understanding of markets and financial products, John brings both technical skill and personal commitment to every relationship.

Outside of work, John enjoys scratch golfing and proudly holds the title of club champion.

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