John Tevnan is an Associate Wealth Advisor with nearly 10 years of experience in the industry. John works closely with his team in formulating goals-based financial plans, investment management, and tax strategies with a specialty in working with pre-retirees, business owners, and employees with equity compensation.
John holds his B.S. in business administration from Bryant University, and is also a CERTIFIED FINANCIAL PLANNER™ (CFP®)
John lives in Norwalk, CT with his wife, Meghan, and their son, Cían. In his spare time, he enjoys boating, skiing, and golfing in his time outside the office.