“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 PlannerTM with over 10 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 is Treasurer of St. John’s Episcopal Church, Fishers Island, NY and is a permanent Deacon at Central Congregational Church in Providence where he currently serves on their Prudential Committee. John has served on the board of the Audubon Society of RI where he was chair of their investment committee and as a trustee for the Gordon School where he currently serves on its investment committee. John is a former president and current trustee of IGWE Trust and a member of the Financial Planning Association of RI.