
John Weninger
Senior Wealth Advisor
Endowment Wealth Management Inc
United States, Wisconsin, Appleton
About Me
John is a Senior Wealth Advisor within the Family Wealth Management area of the Company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. John assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs. John began his career at Merrill Lynch as an advisor assistant, serving the needs of families & small business owners. H
Profile Information
Senior Wealth Advisor
Endowment Wealth Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Appleton
Wisconsin
United States
May 15, 2024
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