John Flannery
Wealth Management Advisor | My goal for my clients - make wise money decisions to reduce financial anxiety
- Role
- Wealth Management Advisor at Northwestern Mutual
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
About John Flannery
John Flannery and his team work with their clients to help them dramatically reduce their financial anxiety. He does this by starting with a strong defensive plan: including an adequate emergency fund, budgeting, debt payment, and insurance planning. He’s also proactive in helping his clients actively save for their future: be it a house, children’s education, retirement and everything in between. His number one goal when serving his clients offensive plan through savings is to make sure that he uses the optimal vehicle for their timeline and individual tax situation. John doesn\'t do this alone - he and his team of four work to give clients the best experience possible. John is active in his church. He supports The Fellows Initiative, The Center for Christian Study, C’Ville Gives, as well as Abundant Life. He has three amazing daughters, is interested in all things NYC, traveling, team sports and is an amateur history buff. johnflannery.nm.com
Experience
Wealth Management Advisor
Jan 2018 — Present · Charlottesville, VA, US
John Flannery started his financial planning firm in 2018, and has loved working with amazing clients to help them strive towards their financial goals. Since joining, John was named Rookie of the Year,#1 advisor in the Southern Region (out of 800 teams) and has achieved two awards, one of which he attained quicker than anyone in the history of the state. This was only possible due to his trustworthiness, knowledge and focus on his clients. John believes that the best part of his role as a Financial Advisor is the people that he’s been able to meet and the remarkable clients he’s been able to serve. He truly cares about his clients and wants to see them excel and grow to meet their financial goals through wealth management, retirement planning, insurance planning or overall financial planning.
Education
University of Virginia
Bachelor of Arts (B.A.)
University of Oxford
European History, Economics of the European Union
Skills
- Sem
- Ppc
- Leadership
- Salesforce.com
- Public Speaking
- Management
- Search Engine Marketing (Sem)
- Research
- Microsoft Office
- Sales
- Microsoft Excel
- Nonprofit Organizations
- Social Media
- Marketing
- Data Analysis
- Nonprofits
- Fundraising
- Spanish
- Digital Marketing
- Community Outreach
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