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portrait of John Volpert
FINANCIAL ADVISOR

John Volpert

10000 Brownsboro Rd Suite 4, Louisville, KY 40241opens in a new window
Serving clients of all asset levels
CallSend Me a Message

About John

I believe building wealth and protecting wealth are long-term goals we all want to achieve. Despite the desire, the discipline and patience needed to achieve those goals are not factors everyone possesses.

Most of the clients I work with are looking not only for investment guidance, but also for a place to consolidate accounts and simplify their financial lives. Through this process, we partner with you to identify what's most important to you, what risks might derail you from meeting those goals and how might we help protect your assets from those risks.

My teammate, Laura Moberly, Branch Office Administrator, has worked...

Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors

Work History

  • Edward JonesDecember 2018 to Current

Education

  • Ball State UniversityBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Golfing
  • Reading

Team Members

  • Laura Moberly
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Phone

(502) 367-4836

Fax

(877) 222-8532

Office Address

10000 Brownsboro Rd Suite 4
Louisville, KY 40241opens in a new window

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