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John Meffert

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John Meffert

Regional Trust Manager | Raymond James Financial

Florida, Ocala, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

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Corporate Experience

John Meffert

Work Experience

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Partner at

Raymond James Financial

April 2024 - Present

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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

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