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John S
Series 66
Brydstown, TN
Merrill
John Sartaine is a Wealth Management Advisor with Merrill Lynch Wealth Management. He manages portfolios on a discretionary basis, focusing on risk management and aligning clients' risk tolerance with their portfolios. John employs covered call options strategies when appropriate to hedge downside risk and generate income. He holds the CERTIFIED FINANCIAL PLANNER® professional designation and is a Personal Investment Advisor (PIA). John's client service areas include education planning, executive compensation, managing new wealth, philanthropic planning, portfolio management services, women and wealth, and retirement income. He emphasizes developing personalized financial strategies that address clients' long-term goals. He earned a Bachelor of Science in Mining and a Bachelor of Science in Civil Engineering from the University of Kentucky in 1981. John participates in community activities by volunteering to provide wealth management education, especially to newly married couples and widows. His personal interests include boating, fishing, hiking, hunting, and scuba diving.
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