“John is a Certified Financial Planner® and works with clients to develop and implement financial plans and investment strategies that help them achieve their financial goals.”
John B. Trevor IV, CFP®
“John is a Certified Financial Planner® and works with clients to develop and implement financial plans and investment strategies that help them achieve their financial goals.”
John B. Trevor IV, CFP®
“John is a Certified Financial Planner® and works with clients to develop and implement financial plans and investment strategies that help them achieve their financial goals.”
John B. Trevor IV, CFP®
About our Team Member
John, a CERTIFIED FINANCIAL PLANNER™ with 12 years’ experience, joined Parsons Capital Management in January, 2011. Prior to joining Parsons Capital Management, John was a portfolio manager and financial planner for Slocum, Gordon & Company in Newport. John attended St. Paul’s School and graduated from University of Colorado with a BA in Political Science. He received his MBA from the University of Rhode Island and completed the Financial Planning certification program at Bryant University. John Serves on the Board of the Providence Mutual Insurance company and is Treasurer of St. John’s Episcopal Church, Fishers Island, NY. He has been a trustee for the Gordon School where he currently serves on its investment committee. He has served on the Audubon Society of RI Board and was chair of their investment committee. He is a permanent Deacon at Central Congregational Church in Providence where he currently serves on their Prudential Committee. John is a Trustee of the IGWE Trust and a member of the Financial Planning Association of RI.
Contact Information
Phone: 401 521 2440