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

Written by John

How to Establish Good Financial Habits – Integrating Human Capital Into Your Asset Allocation Plans [VLOG]

Seeking Risk v. Managing Risk – I Have a Long Time to Invest, But Am I Putting My Savings Plans at Risk?

Making an Impact

Education

BS in Finance, Butler University

Professional Designations

Chartered Financial Analyst®

Merrick Singer

Client Service Administrator

Vishaal Tummala, CFP®

Wealth Associate

Mary Berman

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Brian Wendt

Co-Manager, Client Service

Joseph Thompson

Associate Wealth Advisor

Wendy Sabul-Mintzer

Operations Associate

Joanna Hurley

Receptionist & Administrative Assistant

Jill Kaz, CFP®

Financial Planner

Gabrielle Wagor

Marketing & Events Strategist

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Kathy Klein, CFP®

Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Jaclyn Simon

Co-Manager, Client Service

Lee Ford

Information Technology Manager

Lauren Ross

Manager of Investment Operations

Michele Turner

Client Service Administrator

Matthew Cox

Operations Associate

Marcie Nach, CFP®

Financial Planner

Cory Rappaport, CPA

Associate Wealth Advisor

Jenny Jesse

Client Service Administrator

Toni Bregenzer

Risk and Compliance Manager

Christina Cartes

Operations Associate

Andrew Cohn, C(k)P®, AIF®

Retirement Plan Advisor