Advisor at Merrill
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John Lembeck is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 31 years of experience specializing in retirement planning, wealth building, and asset preservation. John focuses on customized financial planning for public and private companies, corporate executives, and high-net-worth families, designing, implementing, and tracking strategies tailored to each client’s specific needs.
John holds several professional designations, including Certified 401(k) Professional (C(k)P®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a High School Diploma from Rumson Fair Haven Regional High School and attended Brookdale Community College and the University of South Florida without obtaining a degree.
Outside of his professional career, John pursues his interest in skiing, having traveled extensively to engage in the sport. During warmer months, he enjoys boating. He lives with his wife Linda and their three children, Johnny, Stephanie, and David.
Bank Of America, N.a.
2013 - Present (13 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2013 - Present (13 years)
CFP®, Series 66
Marco Island, FL
Edward Jones
CFP®, Series 66
Marco Island, FL
Edward Jones
Series 66
Naples, FL
Edward Jones
Series 63, Series 66
Marco Island, FL
Edward Jones
Series 66
Marco Island, FL
Merrill
John Hudspeth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2006 while attending Babson College, where he also played varsity baseball. John has experience assisting clients through various life transitions, including changing jobs, selling a business, retirement planning, buying a home, and sports career transitions. His client focus areas encompass corporate executive services, executive compensation, family wealth management strategies, legacy and retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. John holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA™), Certified Exit Planning Advisor (CEPA), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He maintains FINRA Series 7 and 66 registrations and is bilingual in English and Spanish. John earned a bachelor's degree in business administration from Babson College and a high school diploma from Bishop Eustace Prep School. Residing in Marco Island, Florida, John enjoys spending time with his wife, Kimberly, and their three children. He is active in the community through participation in the Optimist Club of Marco Island. John and his team serve clients from multiple locations, including Naples, FL; Mount Laurel, NJ; Conshohocken, PA; and Houston, TX, and are available for virtual meetings worldwide. He has been recognized in Financial Planning's "Top 40 Brokers Under 40" in 2024 and has appeared multiple times on Forbes/SHOOK lists for top next-generation and best-in-state wealth advisors.
Series 63, Series 65
Marco Island, FL
Merrill
John Hudspeth is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2006, beginning his career while attending Babson College, where he also played varsity baseball. John joined the firm alongside his father, continuing a family tradition in financial advisory services. He works with clients to help preserve and grow their wealth, providing guidance through key financial transitions such as retirement, career changes, and business sales. John holds multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Consultant® (ChFC®), Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA™), Certified Exit Planning Advisor (CEPA), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He maintains Series 7 and 66 FINRA registrations. John was named among "Financial Planning's Top 40 Brokers Under 40" in 2024 and has appeared on Forbes/SHOOK's "America's Top Next-Generation Wealth Advisors" and Best-in-State Wealth Advisors lists multiple times. John earned a bachelor's degree in business administration from Babson College and graduated from Bishop Eustace Prep School. He is bilingual in English and Spanish. He lives in Marco Island, Florida, with his wife and three children and is active in the community through involvement with the Optimist Club of Marco Island. John enjoys spending time with his family and participating in sports such as baseball, basketball, and tennis.
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