John Lahoud, CFP®, CPM®, CPFA

Private Advisor, Managing Director

John has spent the last 20 plus years in the finance industry. He began his career in 2000 at Merrill Lynch Wealth Management, before moving to UBS in 2007. He rejoined Merrill in 2013 and continued to build his team and his client base.

John has a strong commitment to trust, transparency and honesty which reinforce his approach to having fully informed clients who are empowered to make appropriate financial decisions aligned with their long and short term goals. Developing deep relationships with clients to truly understand their needs, motivations and life situations provides a sound basis for John to partner and to develop comprehensive wealth management plans.

Providing holistic advisory services is complex and requires a team to implement the strategic plan and maintain all facets of that plan over time. For the past 10 years, John has worked tirelessly to build a team with a like-minded approach to providing total financial solutions for clients, an unwavering commitment to excellence and a passion for serving. The result is a team of confidants, counselors and navigators of family financial complexities and wealth.

John’s vision for a client driven approach and passion to help others succeed is deeply rooted in his past. In 1979, John’s parents immigrated to the United States from Lebanon. Their goal was to live the American dream and provide opportunity for their children that was not available in their war torn country. Mr. and Mrs. Lahoud worked blue collar jobs to provide for their family. They realized many of their dreams and watched their children maximize opportunities for education and professional careers. Starting from humble beginnings has set the stage for John’s work ethic and shown him how great things can be accomplished with hard work, integrity, innovation, a solutions oriented mindset and a commitment others.

John enlisted in the U.S. Army Reserves in 1993 while attending college. He was accepted to the ROTC program at Seton Hall University and commissioned as a Second Lieutenant in 1995. As a distinguished military graduate, John remained at Seton Hall University as a Gold Bar Recruiter to identify select future military leaders. He received a Bachelor’s degree in Business from New Jersey City University and an MBA from Bowie State University at its European campus in Germany. John remains committed to professional development, and he is a CERTIFIED FINANCIAL PLANNER™ certificant. He has also earned his Certified Portfolio Manager (CPM®) designation. John received the Forbes “America’s Top State by State Advisors” award for 2018, 2019, and 2020. He also holds the Series 7, 9, 10, 31, and 66 FINRA registrations.

In his free time, John enjoys soccer, golf and participates in charitable community events and veterans’ causes. John and his wife reside in Upper Saddle River, New Jersey with their three children.