John Countryman
Owner, Private Wealth Manager at InterGenerational Planning LLC | United States
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John Countryman, as the Owner and Private Wealth Manager at InterGenerational Planning LLC, plays a pivotal role in guiding individuals and families toward achieving their long-term financial goals. With a strong focus on strategic financial planning, John leverages his extensive expertise in wealth management services to help clients navigate the complexities of wealth accumulation, retirement income, and wealth preservation. His approach is deeply personalized, beginning with a thorough assessment of clients' current income and lifestyle needs, which sets the foundation for identifying and prioritizing future financial objectives.
At InterGenerational Planning LLC, John is actively engaged in key projects that emphasize education funding and intergenerational wealth transfer, ensuring that clients are well-prepared for the financial challenges that may arise in the future. His proficiency in asset allocation and portfolio management allows him to craft tailored investment strategies that align with each client’s unique circumstances and aspirations. Additionally, John's credentials, including the Series 7 license, underscore his commitment to maintaining the highest standards of professionalism and compliance within the financial industry.
As a registered investment advisor, John collaborates closely with Private Advisor Group, enhancing the breadth of services offered to clients while ensuring that their financial plans are robust and adaptable to changing market conditions. His dedication to fostering long-term relationships with clients is evident in his holistic approach to wealth management, which not only addresses immediate financial needs but also lays the groundwork for sustainable, intergenerational prosperity. Through his leadership at InterGenerational Planning LLC, John Countryman exemplifies the values of integrity, expertise, and client-centered service in the financial planning landscape.
Owner, Private Wealth Manager at InterGenerational Planning LLC in January 2012 to Present
Financial Advisor at Countryman Wealth & Asset Management of Raymond James in January 2006 to January 2012
Vice President - Senior Credit Trader at Legg Mason in January 2003 to January 2005
Vice President - Senior Credit Trader and Underwriter at US Bancorp Piper Jaffray in January 2001 to January 2003
Associate Vice President - Credit Trading & Underwriting at Prudential Securities in January 1998 to January 2001
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Strategic Financial Planning
Securities
Wealth
Finance
Retirement Planning
Series 7
Investments
Asset Allocation
Investment Strategies
Wealth Management Services
Portfolio Management
Alternative Investments
Insurance
Fixed Income
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What is John Countryman email address?
Email John Countryman at [email protected] and [email protected]. This email is the most updated John Countryman email found in 2026.
What is John Countryman phone number?
John Countryman phone number is +13176310700.
How to contact John Countryman?
To contact John Countryman send an email to [email protected] or [email protected]. If you want to call John Countryman try calling on +13176310700. (updated on October 31, 2024)
What company does John Countryman work for?
John Countryman works for InterGenerational Planning LLC
What is John Countryman's role at InterGenerational Planning LLC?
John Countryman is Owner, Private Wealth Manager
What industry does John Countryman work in?
John Countryman works in the Financial Services industry.
John Countryman Email Addresses
John Countryman Phone Numbers
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