John Mariscalco_Temporary

John Mariscalco, CFA®

Associate Wealth Advisor

As an Associate Wealth Advisor, John combines his passion for the markets and his commitment to providing superior service to his clients. He works closely with other SWP Wealth Advisors to help grow the firm’s business.

John understands that, given the complex nature of the financial industry, it can often be confusing. His highest satisfaction is educating people on the markets, asset allocation, and risk management. He strives to help his clients cut through the noise and keep them focused on their goals.

John joined the firm in 2019 and has worked in the industry since 2006. Throughout his career, he has worked with high-net-worth individuals and families. His objective has always been to understand each client’s unique circumstances and background. Using that information, he creates a personalized plan tailored to their needs.

Outside of the office, John enjoys spending time with his family, running, biking, and golfing. He is a member of Sauganash Community Association Board of Directors and the Crohn’s & Colitis Foundation Illinois Chapter.

Favorite Quote

“Compound interest is the eighth wonder of the world. He who understands it, earns it. He who doesn’t, pays it.”  – Albert Einstein

Education

BS in Finance, Butler University

Professional Designations

Chartered Financial Analyst®

Betsy Wellington

Client Service Administrator

Joanna Hurley

Receptionist & Administrative Assistant

Mary Berman

Client Service Administrator

Cory Rappaport, CPA

Associate Wealth Advisor

Michele Turner

Client Service Administrator

Andrew Cohn, AIF®

Retirement Plan Advisor

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

Lindsay Pflug

Manager of Training & Process Development

Mark Weil, CFP®

Wealth Advisor

Joseph Thompson

Associate Wealth Advisor

William M. Perry, CFP®

Senior Wealth Advisor

Jill Kaz, CFP®

Financial Planner

Brian Wendt

Co-Manager, Client Service

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Toni Bregenzer

Risk and Compliance Manager

Kathy Klein, CFP®

Wealth Advisor

Whitney Beswick

Operations Associate

Lauren Ross

Manager of Investment Operations

Wendy Sabul-Mintzer

Operations Associate

Adam Rudolph, CFP®

Associate Wealth Advisor

Jenny Jesse

Client Service Administrator

Jaclyn Simon

Co-Manager, Client Service

Dennis Barron

Marketing & Communications Coordinator

Marcie Nach, CFP®

Financial Planner

Lee Ford

Information Technology Manager

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Vishaal Tummala, CFP®

Wealth Associate