John Brighton
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merrill
Location
Hilton Head Island, SC 29926
Credentials
Series 63, Series 65
Industry experience
25 years
John Brighton is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in portfolio management and asset allocation, utilizing his ability to build and manage personalized investment strategies. With experience dating back to 2000, John combines traditional financial advice with discretionary management of client portfolios, incorporating individual securities, Merrill model portfolios, and third-party strategies to help clients pursue their financial objectives.
John holds a Master's Degree in Business Administration from the University of South Carolina and a Bachelor's Degree from the State University of New York System. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His client focus areas include college education planning, executive compensation, family wealth management, retirement income, philanthropic planning, and legacy planning.
Residing in Hilton Head Island for 26 years, John is active in his community through volunteer work with his church and local organizations such as the Hilton Head Island Recreation Association and the Greater Island Council. His personal interests include boating, cooking, and hiking.
Bank of America, N.A.
2011 - Present (15 years)
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691
2009 - Present (17 years)
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