Our Wealth Management Advisors
John Servin
Advisor, Wealth Management
John manages plan sponsor relationships and NFP's Retirement Planning team in Vermont. He partners with plan sponsors to determine the scope of services necessary and continually reviews those needs. John has managed employer-sponsored retirement plans since joining NFP in 2009.
From 2000 to 2009, he worked as a fixed income trader and institutional salesman at Merrill Lynch in New York, where he managed a $300 million trading book, providing market liquidity to institutional clients. As an institutional salesman, John focused on the sourcing, valuation, restructuring and selling of distressed fixed income. In this capacity, John served over 40 institutional clients that included major European banks, United States regional banks, and domestic and European hedge funds.
Prior to that, he held positions in the leveraged finance groups of TD Securities and Credit Lyonnais USA. His background in investments and interest in working with individuals make him an ideal partner in helping plan sponsors and participants understand how to get the most out of their retirement plans.
John holds a Bachelor of Arts from Williams College and an MBA from Columbia Business School.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures