John Healy, CFP®

Senior Client Advisor
Office: 781-314-1300 | Direct: 781-314-1346

John is a Senior Client Advisor at the firm.

Prior to joining the firm in 2015, John worked in the Personal & Business Planning Department at Commonwealth Financial Group. During his tenure at CFG, he assisted their advisors in researching and creating different financial strategies for families and closely held businesses.

John graduated from Bentley University in 2011 with a double major in Finance and Ethics & Social Responsibility with a minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ practitioner.

John and his wife, Krista, currently reside in Medford. During his free time, he enjoys visiting friends & family and stays active by golfing, snowboarding and playing hockey.


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