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John Hanlon, MSFS, CPWA®, ChFC®, CLU®

John Hanlon, MSFS, CPWA®, ChFC®, CLU®

Followers of John Hanlon, MSFS, CPWA®, ChFC®, CLU®573 followers
location of John Hanlon, MSFS, CPWA®, ChFC®, CLU®St. Petersburg, Florida, United States

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  • Timeline

  • About me

    Private Wealth Consultant at Raymond James

  • Education

    • Rollins College

      -
      Bachelor's degree Business Administration and Management, General

      Activities and Societies: Phi Delta Theta Fraternity; Rollins Players(Theatre Department); Varsity Golf

  • Experience

    • Raymond James Financial, Inc.

      Sept 1992 - Apr 2008

      Recruited experienced Financial Advisors in the northeast to our Independent Contractor platform. I have held numerous sales and sales management positions in the insurance industry and spent twelve years in the Raymond James insurance subsidiary where I served as a technical resource, focused on the estate planning area. In addition, I assisted advisors at point of sale with their clients in using life insurance and long-term care to meet some of their wealth transfer needs.

      • Vice President Business Development

        Jan 2005 - Apr 2008

      • Vice President, Insurance

        Sept 1992 - Jan 2005

    • Vinoy Golf Club

      Apr 2008 - Apr 2015
      Head Golf Professional

      Class A PGA Member. Started as an Assistant Golf Professional and was the Head Golf Professional for the last four years.

    • Raymond James Financial, Inc.

      Apr 2015 - now

      John brings more than thirty years’ experience in the Financial Services industry to his role as a Wealth Management Consultant. This allows him to assist Financial Advisors and their High Net Worth clients ($1.5 million plus/investible assets) determine how to use their wealth to reach established goals during their life and after death for their families, charities and any business interests. He consults with Financial Advisors on planning strategies and coordinates all By Invitation Only (BIO) visits in his region. Show less

      • Private Wealth Consultant

        Jan 2019 - now

      • Wealth Management Consultant

        Apr 2015 - now

    • Raymond James

      Jan 2019 - now
      Private Wealth Consultant

      I am part of a dedicated team serving clients with significant wealth-$25M+ investible or a near term liquidity event creating this wealth.

  • Licenses & Certifications

    • Chartered Financial Consultant® (ChFC®)

      The American College of Financial Services
      Oct 1988

    • Chartered Life Underwriter (CLU®)

      The American College of Financial Services
      Oct 1984

    • Certified Private Wealth Advisor® (CPWA®)

      Investment Management Consultants Association
      Mar 2016

    • Master of Science in Financial Services (MSFS)

      The American College of Financial Services
      Jul 2000