John Potashnick
John Potashnick
About Me
John is a Senior Financial Advisor with 14 years of experience currently serving the St. Louis metro markets. John helps clients see beyond their immediate financial situation and creates a holistic plan for managing their money— today, and throughout their retirement.
Prior to joining the BMO Investment Services team, John was a financial advisor with Executive Financial Group. He earned a Bachelor of Science in Psychology from Vanderbilt University and a Master of Business Administration in Finance from the University of Missouri. John is a CERTIFIED FINANCIAL PLANNER™ and holds a securities license 7 and 66, held through LPL Financial along with his life and health insurance license.
John stays active in the community and is currently on the Board of Directors for the Tower Grove Park Foundation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management