John Minnich
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.
John Minnich is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career in financial services in 2003 and joining Merrill Lynch in 2005, he has served as one of the team’s primary relationship managers. John employs a goal-based approach to wealth management, focusing on comprehensive strategies that extend beyond portfolio management, including liability management, lending, insurance strategies, education planning, retirement income, and legacy planning. He also contributes to business development initiatives within the team.
John holds a Bachelor's degree in Finance and Accounting from Kutztown University in Pennsylvania. He maintains several professional credentials, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and certification in Sports & Entertainment (SE). His client focus areas include education planning, employee financial health, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income.
John has been recognized on multiple occasions, including being named to Barron’s Top 1,200 Financial Advisors and Forbes Best-in-State Wealth Advisors lists. He is involved in community efforts with Wilson School District and Shriners Children's Hospital. John resides in Sinking Spring, Pennsylvania, and enjoys golfing, basketball, boating, music, and spending time with his family.
Bank Of America,Na
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2005 - Present (21 years)
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