John Minnich

About John Minnich

John began his career in the financial services industry in 2003 and joined Merrill Lynch Wealth Management in 2005. As one of the team\'s primary relationship managers, John\'s philosophy focuses on a goal-based approach to wealth management. John looks beyond clients\' investable assets and commits to offering them access to opportunities that go beyond day-to-day portfolio management, such as liability management and lending, insurance strategies, education planning, and retirement income and legacy-planning strategies. Additionally, he focuses on business development opportunities for the team.In 2023, John was named as one of Barron\'s Top 1,200 Financial Advisors for the 3rd consecutive year (published annually February – March. Rankings based on data as of September 30 of prior year.) Other accolades include in 2019, John was named to the Forbes \"Best-in-State Next-Generation Wealth Advisors\" list,(published on September 4, 2019. Rankings based on data as of March 31, 2019.) From 2017 to 2020, he was named to the Forbes \"Top Next-Generation Wealth Advisors\" list (published annually July - Sept. Rankings based on data as of March 31 of current year.) In 2018, 2019 and 2020, John was named to On Wall Street\'s Top 40 Advisors Under 40 (published annually Jan - Dec. Rankings based on data as of Sept 30 - Dec 31 of prior year,) and in 2018, 2019, 2020, 2021 and 2022 was named to Forbes \"Best In-State Wealth Advisors\" list (published annually Jan - April. Rankings based on data as of June 30 of prior year.)John earned his Bachelor\'s degree in Finance and Accounting from Kutztown University in Pennsylvania. Dedicated to lifelong learning, he continually improves his skills and knowledge by holding a number of professional credentials that help him stay abreast of new ideas, innovative approaches, and important trends to better serve his clients.John lives in Sinking Spring, Pennsylvania. He enjoys playing golf and basketball and spending time with his two daughters.

Experience

1. Wealth Management Advisor, Managing Director

   Merrill Lynch

   Oct 2005 — Present

   Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.*The College for Financial Planning Institutes Corp. owns the service marks Chartered Retirement Planning Counselor℠, CRPC®, and the CRPC® logo, and the certification marks Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo.*ChFC® and Chartered Financial Consultant® marks are the property of The American College, which reserves the sole rights to its use, and is used by permission.

Education

• Kutztown University of Pennsylvania

  Bachelor's Degree

  1999 — 2003