portrait of John J Tornes

About John

My interest in investing began at an early age. Instead of spending my earnings from my newspaper route, I invested in the stock market. By my early 20s, I had earned enough return to pay for my graduate education. Over the years, I have grown this financial knowledge and presently create comprehensive, inter-generational wealth strategies for a variety of client needs, including:

• Mature investors desiring to pass on a legacy of sound decision-making and wealth preservation;
• Retirees looking to stretch their savings to fund their needs and desires, as well as those of their heirs;
• Parents in the "sandwich generation"...

Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

Work History

  • Edward JonesDecember 2008 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Columbia UniversityMaster of Science
  • Cornell UniversityBachelor of Science

Personal Interests

  • Volunteering
  • Swimming
  • Hiking
  • Drawing
  • History and Museums

Team Members

  • Paula Haberek
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

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