Meet John Benun:

John Benun is Senior Vice President Private Wealth Advisor with Capital Group Private Client Services.  John works with business owners as they prepare to sell their companies. Their businesses may have defined their lives for so long that the transition can leave them feeling vulnerable or uneasy. I work with clients to develop a financial road map that can help them achieve clarity and pursue the next chapter in their lives, whether it’s retirement or a new venture, with optimism and confidence. 

John involves multiple generations in the planning process, educating children and even grandchildren about the responsibilities that come with wealth and guiding the entire family in how to think about their financial future. John’s goal is to help clients feel secure and free them up to focus on what’s most important to them throughout their lives. 

Previously, John was Senior Vice Present and Private Client Advisor with U.S. Trust, Vice President and Market Manager with BNY Mellon Wealth Management, Vice President and Alternative Investment Specialist with Morgan Stanley and Senior Vice President and Regional Sales Manager of Northern Trust.