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, Trust Consultant
Raymond James Trust N.A.
Phil Snow is currently a Vice President and Regional Trust Consultant for Raymond James Trust N.A. His role is to work with financial advisors and their clients in the Northeast Region educating advisors and their clients about trust services provided through Raymond James Trust.
Phil has over 30 years of experience in the area of trust and estate services. Prior to joining Raymond James Trust, he was Director and Senior Trust Consultant with UBS Trust Company over the past five years based in Wilmington, Delaware and with Morgan Stanley Trust as a Vice President and Senior Trust Consultant for ten years based in Wilmington, Delaware.
Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, a federally chartered national bank. Raymond James Trust, N.A. is a subsidiary of Raymond James Financial, Inc. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Trust.
