John P. Keating
Senior Vice President—Investments
John, a financial advisor since 1994, uses his decades of experience to advise clients on the creation, growth, preservation and transfer of wealth.
John draws on his various resources to address each client’s specific needs and aspirations. He develops and coordinates precise strategies across a variety of disciplines including the following: portfolio management, income and asset protection, retirement income planning, concentrated stock management and wealth transfer.
John implements these strategies using a wide range of traditional, customized and alternative investment vehicles and a variety of account/ownership structures (some or all alternative investments may not be suitable for certain investors). The result is a portfolio tailored to reflect clients’ own particular goals and preferences. With daily monitoring of portfolios and regular ongoing contact with clients, John works to keep their assets properly aligned both with their goals and with risks and opportunities of the marketplace.
John is a 1990 graduate of Providence College and over the years has been a member of the Foundation Board of Quincy Medical Center and The Lions Club of Quincy.
Senior Registered Client Associate
Carolann brings extensive capabilities in servicing clients’ administrative and operational needs with over fifteen years of experience working directly with John.
Check the background of this investment professional on FINRA’s BrokerCheck