John McNertney, CFP®

Experience

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  Merrill Lynch

  Apr 2005 - Jan 2008

  Financial Advisor

  I work with a small group of private clients to provide them with counseling and investment services. My goal is to structure a long term financial plan that will enable my client to achieve long term financial goals, whatever they may be.

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  TD Ameritrade

  Jan 2008 - Oct 2011

  Investment Consultant

  Financial Consultant

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  Polaris Greystone Financial Group, LLC

  Jul 2011 - Jul 2018

  Director

  Wealth Management

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  Freestone Capital Management

  Jul 2018 - Jun 2022

  Director

  My primary focus is to simplify the complexities created by wealth. As a fee-only Registered Investment Advisor (RIA), we operate as a fiduciary on behalf of our clients. Guided by the personal and financial goals of the client, we develop a customized wealth plan incorporating aspects such as estate and trust planning, tax planning, business succession planning and philanthropic planning. Once the plan is constructed, we design a tailored investment portfolio. Depending on the needs of the client, we select from a variety of internally and externally managed strategies spanning both traditional and alternative asset classes, some of which are only available at Freestone. Show less

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  Green Ocean Global Advisors, LLC

  Jun 2022 - now

  Chief Executive Officer

  We are a comprehensive wealth manager. We provide investment management, financial planning. Bringing clarity, compliance and dynamic investment strategies to our clients.Lets catch a green wave together.