For John, balance is a primary goal — in business and in life. For more than 25 years he has been committed to helping successful business owners, professionals and high net worth families achieve financial stability while also planning for their futures. He brings thoughtful advice and coordinated, comprehensive planning to help clients prepare for and thrive through challenges in their businesses, the market and in their lives. John specializes in working with clients in the vacation rental management industry, who rely on guidance for the complexities of their businesses, including pre-sale, business succession and legacy planning.
John’s diverse background gives him a unique perspective and strong business acumen. His career has included commercial lending, real estate brokerage and a role as CFO for a manufacturing company, in addition to owning and operating several businesses on the Outer Banks. John was recognized as a distinguished Wells Fargo Advisors Platinum Council1 every year from 2004 to 2023, and was honored as a Forbes Best-In-State Wealth Advisor2 from 2019 to 2024.
John is a proud North Carolina coast native whose home is now the Outer Banks, where he and his wife raised 3 children. He is a member of the Outer Banks Association of REALTORS® and the Vacation Rental Management Association. John is committed to giving back to his community. While he has held leadership roles in local organizations, today he and his wife directly support the citizens and causes that are important to them, focusing on education and crisis assistance. John enjoys traveling, exercising and staying active outdoors.
Education:
University of North Carolina, Chapel Hill, B.A. English & Economics
East Carolina University, M.B.A.
Professional:
Wells Fargo Advisors 1996–2023
Whichard Woolard & Mitchell Wealth Management 2023-present
Credentials:
Wells Fargo Advisors Platinum Council
Series 7, 63, 65 registered
North Carolina life & health insurance licensed
1The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
22024 Forbes Best-In-State Wealth Advisors:Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.