John P. Walsh, Jr., CRPC
John, with his partner established the Wealth Advisory Group in March of 2016. Prior to that, John spent 6 years at Capitol Securities Management as a First Vice President of Investments and Regional Branch Manager. From 1996 until 2009, John was with Merrill Lynch as a Senior Financial Advisor. John, a graduate of Merrill Lynch's renowned Professional Development Program, was a member of the firm's Winner Circle, Presidents Club and Executive Club. Prior to joining Merrill Lynch, John served as an equities trader Chase Investment Services. He has obtained FINRA Series 7, 63, 65 and 24 Licenses as well as his Life and Health Insurance Licenses. He also received the Chartered Retirement Planning Counselor from the College of Financial Planning. John focuses primarily on assisting clients in the development of financial and investment strategies and solutions. His responsibilities include asset allocation analysis, hedging and diversification strategies and investment selection. A lifetime resident of Morris County, John currently lives in Morris Township with his wife Jacqueline and their three children Taylor, John Patrick and Jack.