John McCord, Director of Private Wealth Services

John McCord is the Director of Private Wealth Services at Cardinal Point. John employs a holistic wealth management approach with an emphasis on client service as he oversees the financial affairs of affluent families. He has earned the designation of CERTIFIED FINANCIAL PLANNER™ or CFP® from the Certified Financial Planner Board of Standards, Inc. He also received his CHARTERED RETIREMENT PLANNING COUNSELOR™ or CRPC® designation from the College for Financial Planning™. Additionally, John is a Registered Trust and Estate Practitioner or TEP with the Society of Trust and Estate Practitioners. Prior to his role with Cardinal Point, John advised high-net worth individuals and institutional clientele within E*Trade Financial and the Merrill Lynch Private Client Group. Additionally, he has extensive experience in securities trading and brokerage operations. John graduated with his Bachelors of Business Administration with a Concentration in Finance from Roanoke College.

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