John Brighton

Advisor at Merrill

Updated today

Location

Hilton Head Island, SC 29926

Credentials

Series 63, Series 65

Industry experience

25 years

About

John Brighton is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in portfolio management and asset allocation. With a career in financial services beginning in 2000, he provides clients with personalized financial strategies designed to pursue their long-term goals. John combines traditional advice with tailored portfolio management, incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, including discretionary management through the Firm's Investment Advisory Program.

John holds a Master's Degree in Business Administration from the University of South Carolina and a Bachelor's Degree from the State University of New York System. He has earned several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

A resident of Hilton Head Island for 26 years, John actively participates in his community through involvement with his church and organizations such as the Hilton Head Island Recreation Association and the Greater Island Council. His personal interests include boating, cooking, and hiking.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy General retirement planning Charitable giving & philanthropy Divorce financial planning

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Based on Merrill

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

21 Hatton Pl

Hilton Head Island, SC 29926

Most active in

South Carolina · Tennessee · Texas

Work history

Bank of America, N.A.

2011 - Present (15 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

2009 - Present (17 years)

Disclosures

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

Business activities & affiliations

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