Adviser
John Leahy is a dedicated professional currently serving as a Client Service Professional at RWA Wealth Partners since January 2023. Prior to this role, John held the position of Enterprise Account Manager at Bigtincan from February 2022 to December 2022 and worked as an Acute Clinical Sales Representative at Cardinal Health from October 2017 to February 2022. John began a career in management as a Management Assistant at Enterprise Rent-A-Car from November 2015 to October 2017 and gained supervisory experience at Stonehill College, where John worked from May 2011 to May 2014. Academic credentials include a Bachelor of Arts in American Studies from Stonehill College and participation in a program with CAPA International Education in 2013.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.