Director of Strategy and Development
John Stevenson is a Principal of Professional Wealth Management Services LLC. A Phi Beta Kappa and summa cum laude graduate of Wake Forest University, John also studied Finance and earned an MBA from Duke University’s Fuqua School of Business.
In providing consultative support as Director of Strategy and Development, John focuses on long-term personal relationship building that is strengthened by interactive risk-based financial planning and wealth management. Client education and communication are important constants which provide the basis for conveying important concepts such as the three core layers of portfolio construction:
- Asset class allocation
- Sector allocation, and
- Individual investment selection
John has assisted families who have complex financial concerns related to inherited wealth, trust assets, family foundations, and estate transfer plans as well as individual clients in need of straightforward financial planning and wealth management for education, retirement, and other personal goals. Over the years, John has enjoyed working with entrepreneurs, business owners, retirees, successors, and other professionals from the energy, technology, biopharma, medical, telecom, utility, materials, manufacturing, and construction industries.