John Darrah

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Park City, UT

Credentials

Series 63, Series 65

Industry experience

31 years

About

John Darrah is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 33 years of Wall Street experience to his role. He specializes in serving individual investors, institutions, and trusts, focusing on the full life cycle of wealth, including accumulation, preservation, and distribution. John is a qualified Portfolio Manager who manages personalized and defined investment strategies on a discretionary basis. His approach incorporates individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.

John holds the Certified Private Wealth Advisor (CPWA®) designation awarded by the Investments & Wealth Institute through the University of Chicago, and he maintains FINRA Series 7, 65, 63 registrations, as well as a Series 3 CFTC registration. He earned a Bachelor of Science degree with distinction in Finance from the University of Maine. John divides his time between New York City and Park City, Utah, where he lives with his wife.

Expertise

Wealth management

Work history

Bank Of America, N.A.

2009 - Present (17 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated

1994 - Present (32 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Matthew S

CFP®

Park City, UT

Newpark Wealth Management

Newpark Wealth specializes in financial planning and investments for Emergency Physicians. We do our best work for Emergency Physicians in their 40s who are tired of working night shifts and are looking to retire at 55. Our clients have neither the time, desire, or mental energy to properly manage their increasingly complex finances, as career, family, and recreation consume those scarce resources. Our clients are eager to outsource financial planning and investment management to a trusted advisor. We work with you to develop a comprehensive financial plan that integrates your income, expenses, assets, liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals. We understand the nuances of your career arc – and the stresses of Emergency Medicine – deeply enough to accurately build, and continuously refine, projections of your household net worth. Ultimately, Newpark proactively prioritizes your financial action items to entirely relieve you of that mental burden and protect your time – while preparing you to retire at age 55.

Doctor or Medical Professional Established Professionals Mid-Career Professionals Gen X (Born 1965-1980)

Elena S

Series 63, Series 65

Park City, UT

Merrill

Elena Stein is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Elena works closely with clients to develop flexible investment plans that adapt to changing market conditions, leveraging the resources of Merrill and Bank of America. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, LGBT wealth planning, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, women and wealth, and retirement income. Elena holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Texas System. Outside of her professional work, Elena enjoys dancing, gardening, hiking, skiing, traveling, and yoga. Her approach centers on working one-on-one with clients to develop financial strategies aimed at achieving their long-term objectives.

Wealth management ESG / Sustainable investing College savings (529s, UTMA, etc.) Planning for children with special needs Retirement income strategy LGBTQIA Women's Finance Women Professionals

Susanne T

Series 66

Park City, UT

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Divorce financial planning Founder/Business Owner Divorced Intergenerational Families

Sandra H

Series 63, Series 66

Salt Lake City, UT

Fidelity

Sandra Hill is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity since 1993, progressing through various roles including Vice President, Financial Consultant, and Account Executive before her current position, demonstrating over 30 years of experience in the financial services industry. Sandra works with affluent individuals and families to address their wealth planning needs. She focuses on understanding client goals and partnering with them to make prudent decisions regarding investments and financial planning. She holds insurance licenses in Arkansas and California. Outside of her professional work, Sandra's personal interests include board games, cooking and baking, and golf.

Wealth management

Stephen S

CFP®, ChFC®, Series 66

Park City, UT

Edward Jones

Retirement income strategy General estate planning guidance Divorce financial planning Planning for children with special needs

Jon M

Series 66

Park City, UT

Merrill

Jon Monk is a Senior Financial Advisor with Merrill Lynch Wealth Management who joined the firm in 2007. With a background in investment banking focused on mergers and acquisitions, Jon brings over 15 years of experience in the financial services industry. He specializes in assisting both individual and corporate clients with managing major transition events such as retirement or the sale of a business. His services include estate planning, lending and credit issues, investment management, and holistic wealth management. Jon’s expertise extends to areas such as corporate benefit programs, including equity compensation, defined benefit, defined contribution, and nonqualified deferred compensation plans. He works with clients on college education planning, family wealth management strategies, services for endowments, foundations and non-profits, portfolio management services, small business strategies, sports and entertainment, and tax minimization. Lending services are provided through Bank of America, N.A. Jon holds a high school diploma from Cardinal Newman and a bachelor’s degree from the University of New Orleans. He also attended Tulane University without degree conferment. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Jon enjoys golfing, hiking, soccer, and tennis.

Equity Recipients (RS/RSU, SOP, ESPP) Business exit / sale strategy Wealth management General estate planning guidance Retirement income strategy Executive Financial Professional
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