John P. Middleton
Senior Wealth Advisor
- Role
- Senior Wealth Advisor at Mercer Advisors
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About John P. Middleton
I help our clients at Mercer Advisors achieve their financial goals through discretionary…
Experience
Senior Wealth Advisor
Dec 2023 — Present · Morristown, NJ, US
Education
Rutgers University
Bachelor of Arts, Political Science
1984 — 1988
University of Tampa
MBA, Finance
1989 — 1993
Florida State University
Certificate, Financial Planning
2010 — 2011
CFP Board - Columbia University School of Professional Studies
Certificate, Financial Planning and Services
2019 — 2019
Skills
- Investments
- Asset Managment
- Asset Allocation
- Equities
- Investment Strategies
- Portfolio Management
- Mutual Funds
- Investment Advisory
- Fixed Income
- Investment Management
- Strategic Financial Planning
- Personal Financial Planning
- Estate Planning
- Retirement Planning
- Financial Services
- Finance
- Management
- Alternative Investments
- Hedge Funds
- Retirement
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