John Modica

John Modica

Branch Operation Manager

 
  • Years in business: 18
  • Series 6, 63 both held with LPL Financial, Life Accident and Health, AHIP Certification

John joined Premier Wealth Partners in July 2020 as the Branch Operation Manager.

John was a financial advisor with MetLife dating back to 2003, with a focus on providing investment and insurance strategies for his clients to help them achieve their financial goals, and also worked closely with business owners on business protection and estate planning. John also manages a book of employee benefit plans for his group clients, and also advises individuals on individual Medicare Insurance planning.

In his free time, John likes to play golf any chance he gets as it’s been his passion since he was 8 years old. Chances are if you are looking for him on the weekend, he will be at the course or the range.

AUM: $1.5 Billion*

*700 million USD managed

800 million USD in Institutional Investment Consulting

OVER 215 YEARS COMBINED EXPERIENCE

Licenses


Series 7

Series 63

Series 65

Series 66

Life, Accident & Health