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John Meffert
John Meffert
Regional Trust Manager | Raymond James Financial
Florida, Ocala, United States
John Meffert
Summary
John Meffert is a seasoned financial advisor and partner at Scroggie Meffert Davis and Associates, specializing in high-net-worth client services. With a solid educational background including a Bachelor's Degree from the University of Florida and a Juris Doctorate from Stetson University College of Law, he combines legal expertise with financial acumen. His focus on simplifying the complex lives of his clients encompasses estate planning, investment strategies, and tax minimization. John has extensive experience in the financial services industry, having previously held a senior role at Merrill Lynch. He is known for his commitment to helping clients prioritize their life goals and achieve financial security. His work is supported by a strong foundation in securities and investment advisory services, reflecting his dedication to professional excellence. John is also engaged in the evolving landscape of financial technology and social media, enhancing client interactions and service delivery.
John Meffert
Work Experience
Partner at
Raymond James Financial
April 2024 - Present
John Meffert
Education
Stetson University College of Law, Juris Doctorate Degree
January 2003 - January 2005
University of Florida, Bachelor's Degree
January 1996 - January 1998
Frequently Asked Questions about John Meffert
What company does John Meffert work for?
John Meffert is a Regional Trust Manager at Raymond James Financial.
Where John Meffert graduated from?
John Meffert holds a degree in null from Stetson University College of Law.
Who is John Meffert?
John Meffert is a seasoned financial advisor and partner at Scroggie Meffert Davis and Associates, specializing in high-net-worth client services. With a solid educational background including a Bachelor's Degree from the University of Florida and a Juris Doctorate from Stetson University College of Law, he combines legal expertise with financial acumen. His focus on simplifying the complex lives of his clients encompasses estate planning, investment strategies, and tax minimization. John has extensive experience in the financial services industry, having previously held a senior role at Merrill Lynch. He is known for his commitment to helping clients prioritize their life goals and achieve financial security. His work is supported by a strong foundation in securities and investment advisory services, reflecting his dedication to professional excellence. John is also engaged in the evolving landscape of financial technology and social media, enhancing client interactions and service delivery.
John`s contact details
Colleagues
Vice President IG Corporate Bonds, FCM
Senior Vice President
Brokerage Trader