John Theodossakos
Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Boca Raton, FL, US
- LinkedIn followers
- 500 followers
About John Theodossakos
John D. Theodossakos Senior Vice President Wealth Management Advisor Senior Portfolio Manager I have been a part of the financial services industry since and joined Merrill Lynch Wealth Management, in Boca Raton, Florida in 2006. I have dedicated myself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized portfolio strategies. I am a specially qualified Senior Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Senior Portfolio Managers are provided a high degree of flexibility in constructing portfolios and selecting securities. When servicing clients through the Firm\'s Investment Advisory Program, a Senior Portfolio Manager may manage his strategies on a discretionary basis. After meeting certain additional requirements, a Senior Portfolio Manager may use his own strategies to manage the assets of clients working with other Merrill Advisors. I have a dual Bachelor\'s Degree in Business and History from Florida Atlantic University. I also have earned an M.B.A. degree from Nova South Eastern University with an emphasis and specialization in International Business. My wife Maritza and I live in Delray Beach, Florida, with our two children, Demetrios and Stephanie
Experience
Wealth Management Advisor, Senior Vice President
Dec 2006 — Present
Education
Florida Atlantic University
Bachelor's Degree
1984 — 1988
Nova Southeastern University
Masters of Business Administration, MBA
1988 — 1991
Skills
- Wealth Management Advisor
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