John joined Lee, Nolan & Koroghlian, LLC in October 2014 with 18 years of industry experience, the majority spent as a trader on the floor of the New York Stock Exchange. He quickly became recognized as a leader in the firm and in the company.
John is well known for his tireless efforts on behalf of his clients and prides himself on delivering the best possible service and solutions for their financial situation. During an initial meeting, he works with his clients on the mutual discovery of opportunities for improvement and works to build a sustainable strategy unique to the needs of their family or business. His mission is to become a life-long, trusted resource and provide guidance in the areas of:
- Risk Management
- Tax-efficient Strategies
- Retirement Planning
- Retirement Distrubution Strategy
- Wealth Management
- Estate Planning
John is a graduate of Niagara University, where he earned a Bachelor of Arts in History. He has been a volunteer and proud supporter of Little Flower Children and Family Service of New York for nearly twenty-five years, is an active member of St. Joseph’s Church, and has been a CYO volunteer coach for basketball, softball and soccer. In his spare time, the Long Island native loves golf, music, skiing and the outdoors.
John and his wife, Carol, are the proud parents of three beautiful daughters, Maggie, Kelsey, and Julia. The family resides in Garden City.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee John’s Licenses and Disclosures