John Henry Kent
Vice President

John is dedicated to helping individuals, families, and business owners build, manage, and preserve their wealth through personalized investment planning and investment guidance. As part of a specialized advisory team, he emphasizes disciplined risk management, thoughtful diversification, and strategic asset allocation. By incorporating portfolio hedging techniques where appropriate and focusing on downside risk mitigation, John helps clients navigate evolving market conditions while staying aligned with their long‑term financial objectives.

Before becoming a Financial Advisor, John worked in financial planning and analysis (FP&A) for two years, developing expertise in budgeting, forecasting, financial modeling, and corporate financial strategy. This analytical foundation enables him to evaluate complex financial situations and design tailored solutions that reflect each client’s goals, risk tolerance, and time horizon. Through a collaborative planning process, he partners closely with clients to develop investment and wealth management strategies aimed at growing, preserving, and transferring wealth across generations.

John earned his BBA in Finance from the University of Notre Dame in 2022.

John and his wife, Eliana, live in South Florida. Outside of the office, he enjoys fishing, boating, skiing, fitness, and spending time with family and friends. He is passionate about continuous learning, personal growth, and helping clients gain financial confidence to pursue their most meaningful goals.

Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss including in a declining market.