John Bahr is an experienced Independent Financial Advisor at Osaic since July 2018, with over 30 years of expertise in personal attention and client service. Prior to this role, John served as a Financial Advisor and Vice President of Investments at Wells Fargo Advisors, where retirement and investment planning for families and business owners was a focus. John also held the position of First Vice President of Investments and Branch Manager at Raymond James Financial, Inc., specializing in retirement income distribution and estate planning. Earlier, John worked as a Private Client Consultant at Charles Schwab, advising on wealth management issues, and as a Retirement Planning Specialist at Morgan Stanley. Education includes a Bachelor of Arts in English from the University of Delaware and attendance at St. Andrews School.
This person is not in the org chart
This person is not in any teams
This person is not in any offices