portrait of John D Curreri

About John

I have always had a desire to figure out how things work. Doing things because "that's how it's always done" has never been a good enough reason. My father instilled the principle to learn and have a trade, since it is a skill that you can always depend on to be self-sufficient. As a master electrician by the age of 26, I was ready to explore beyond my trade into the world of finance, which had always intrigued me.

In 1998, I started my financial career analyzing credit risk, creating loyal relationships and lending millions to individual investors and business...

Focus Areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Divorce Finances

Work History

  • Edward JonesNovember 2018 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Real Estate
  • Vintage Cars
  • Sports Enthusiast
  • Home Improvement

Team Members

  • Betsy Zavala
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

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