Wealth Management Consultant
Wealth Solutions
John Hanlon serves financial advisors and their clients by building strong relationships and working collaboratively to ensure that the best outcome for the client is achieved.
John is passionate about working with financial advisors and their clients to help meet their family wealth goals. He strives to develop both a personal and professional relationship with financial advisors and be viewed as a valued member of their extended team. As a Wealth Management Consultant, John works together with financial advisors to oversee a comprehensive process to help clients articulate their goals and dreams, provide suggestions on strategies, create a timeline for implementation and assist them with follow-through.
For more than 30 years, John has understood the importance of financial planning and has developed an expertise in wealth conservation and transfer strategies, charitable planning, business disposition and the use of insurance in financial planning. He earned a Masters' of Science in Financial Services from The American College and his B.A. in Business Administration from Rollins College. John values ongoing education to continue to grow and expand his expertise, and to that end, he has completed several distinguished industry certifications that demonstrate his commitment to wealth management planning. He has earned the Certified Private Wealth Advisor® (CPWA®) designation, specifically designed for wealth managers who work with affluent clients, focusing on the life cycle of wealth: accumulation, preservation and distribution. He has also completed the rigorous Chartered Financial Consultant® (ChFC®) program, which focuses on creating plans and financial planning for the future. In addition, he achieved the Chartered Life Underwriter (CLU®) designation to demonstrate his breadth and depth of knowledge in insurance and how to manage risk.
Vice President, Banking Consultant
Raymond James Bank
A 20-year veteran of the financial services industry, Andrew Casem has developed a proven expertise in helping people with their banking and financing needs. As a lending solutions consultant with Raymond James Bank, he provides a variety of tailored borrowing options, including securities based lines of credit, margin loans and mortgages, to meet the needs of clients.
Andrew takes a holistic approach to finding a suitable borrowing option. He works closely with the client and his or her financial advisor to identify the right kind of financing that best complements their long-term financial plan. His planning-based approach helps leverage the value of your portfolio to secure the financing you need, and still keep your assets invested to help grow your wealth.
Raymond James Bank, a wholly owned subsidiary of Raymond James Financial, was chartered in 1994 to augment the firm's traditional brokerage services. To accomplish that, the bank offers a variety of innovative, versatile financial solutions to meet just about any lending need. Andrew can help you compare various loan options to find the solution that not only fits your needs but also fits seamlessly into your overall financial plan.
Vice President, Trust Consultant
Tom Morgan is a vice president and trust consultant at Raymond James Trust. His role is to work with financial advisors and their clients in the Northeast region to educate them about trust services provided through Raymond James Trust.
Tom has over 25 years of experience in the area of trust and estate services. Prior to joining Raymond James Trust he was a trust and estate specialist with Comerica Bank & Trust N.A. for over five years, a wealth management consultant at UBS Financial Services for five years and a trust and estate specialist for Merrill Lynch Trust Company for 12 years.
Tom earned his bachelor’s degree at Roger Williams School of Finance. He also earned his Certified Trust and Fiduciary Advisor (CTFA) designation.
