In his role Jack’s mission to assist families, individuals, and small businesses achieve their unique financial goals begins with understanding each individuals’ situation. Clients that work with Jack often enjoy sharing his love and passion for work. Through his company Capital Advisory Group LLC, he has access to a variety of different financial products and services. Jack is able to leverage the talented staff around him to make sure that each and every individual is provided with the best service possible. Some of the services he is able to access include Retirement Planning, Life Insurance, Wealth Management and more.
Experience
Emerging from Concord, NH and serving clients all across the country; Jack maintains his status as the one of the larger Financial Advisory practices under 30 in the country, within Royal Alliance.
Jack has been recognized by Boston Partners as the 2017 “New Advisor of the year”. In addition to that, Jack qualified number one in former broker/dealer Signator Investors for the class of 2017 earning him Best In Class Honors. Jack previously qualified for ACE “Achieving Client Excellence” conference within Signator.
About Me
Jack graduated from Ave Maria University in Naples, Florida where he majored in business. As part of the curriculum, he was required to take advanced courses in taxation, finance, investments and business law. While attending the University, he was privileged with playing on the University’s Baseball team for all four years. During his Senior year, he was named the first ever captain of the Baseball team while earning the leadership award in his final season. Jack currently resides in Bow, New Hampshire where he enjoys coaching local community teams, exercising and supporting New England Sports. Jack also has a passion for service; he is currently a Board Member for the Champions of Charity a non-profit in Florida that helps support local impoverished communities. He also helps with the Fundraising committee at the Concord Hospital and Finance committee with Coalition to end homelessness in Concord.
ACHIEVING CLIENT EXCELLENCE DISCLOSURE:
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.
This message and any attachments contain information, which may be confidential and/or privileged, and is intended for use only by the intended recipient, any review; copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.