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 Mauney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2013 following his graduation from Clemson University. John joined Mauney & Associates in 2015, where he focuses on creating customized financial plans tailored to the unique goals of his clients.
John holds the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor™ certification from The College for Financial Planning Institutes Corp., as well as the NAPA Certified Plan Fiduciary Advisor® designation. He earned a Bachelor of Science degree in Financial Management with minors in Accounting and Management from Clemson University in 2013 and completed his high school education at Spartanburg High School.
His client focus areas include divorce transition planning, education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Outside of work, John is involved with Mobile Meals of Spartanburg and Trinity United Methodist Church. He enjoys spending time with his wife and two sons, volunteering, and engaging in outdoor activities.
Bank Of America, N.a.
2014 - Present (12 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2013 - Present (13 years)
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.
