John Gunther, CFP®,CIMA®
Senior Vice President | Wealth Management Advisor@ Merrill Lynch
New York, United States
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John Gunther, CFP(r),CIMA(r), is a highly experienced wealth management professional with over 25 years of experience in the industry. He believes in the unique approach to investment planning and client service, ensuring that each client's financial goals are unique. John holds a degree in Fordham University and holds certifications in CERTIFIED FINANCIAL PLANNER and Certified Investment Management Analyst. He is also a member of the Board of Standards, Inc., where he works with children with intellectual or developmental disabilities and helps homeless families build new lives. John's dedication to community service has been instrumental in his volunteer work, which has benefited individuals who successfully completed the Institute's initial and ongoing credentialing requirements.
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+1 866706****
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About

John has over 25 years of work experience in the wealth management industry.  John and his team understand that each client's financial goals are unique and his team believes that the path that each client takes to achieve those goals should be unique as well.  John's commitment to excellence in investment planning, wealth management and client service has been his primary focus and his team's main mission: providing each client with customized, integrated wealth management plan that will help grow, preserve and manage their overall wealth.  John is a graduate of Fordham University (Economics major, class of 1991).  He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2007 and obtained the Certified Investment Management Analyst® designation (administered by Investments & Wealth Institute™, and taught in conjunction with The Wharton School, University of Pennsylvania) in 2013.   Aside from enjoying time with his family, John has been an active community service leader both at work and in his hometown.  The focus of John's volunteer efforts has been working with children who have intellectual or developmental disabilities and helping homeless families build new lives. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which is awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.   

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Work Experience

2 World Financial Center, New York, NY, 10281, US

Financial Services

35980
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John Gunther, CFP®,CIMA®'s Professional Milestones

  • Senior Vice President Financial Advisor (2007-08-01~2016-10-01): Developing and implementing strategic financial plans to optimize client development and drive organizational success.
  • Senior Vice President | Wealth Management Advisor (2016-10-01~): Driving strategic financial decision-making, providing strategic financial guidance to clients, and guiding them towards successful financial success.
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Education

Fordham University
Fordham University

Economics,

Bachelors,

Bachelor Of Arts

1987-01-01-1991-01-01