With over 18 years as a financial professional, John is dedicated to helping individuals work towards meeting their financial needs through solid and sound independent advice by developing investment plans around their long-term goals, needs and risk tolerance. John’s extensive experience throughout many different market cycles enables him to help his clients structure an investment objective-based portfolio.
After a rewarding and fulfilling military career in the US Air Force, John began his financial advisory career as an Advisor with Smith Barney-Citigroup, obtaining the 2nd Vice President title in only 2 years. Through the past 2 decades as a financial professional, John has worked at other major firms such as Edward Jones, Wells Fargo Advisors, and LPL Financial.
John earned a bachelor’s degree in business majoring in finance from the University of Central Florida and holds the Series 7 and 63 securities registrations through LPL Financial and the Series 65 securities through CollaborativeWEALTH®.
Being a Brevard resident for almost 40 years, John is committed to helping the community thrive and prosper by being active with many local charities and non-profits. Away from the office, he enjoys playing golf and offshore fishing. John’s wife Candace and he live in Viera with their 1-year old son, John Jr., with another little one on the way!
“As your Independent Financial Advisor, my mission is to provide each and every client with targeted, comprehensive independent financial advice and portfolio management – delivered with the highest level of commitment, service and integrity.” -John A. Melo