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John M. Egan, CFP®
CERTIFIED FINANCIAL PLANNER professional™
800.919.5010 ext. 323
Email: john@jmegan.com
John M. Egan, CFP® is a CERTIFIED FINANCIAL PLANNERTM professional, and President of J.M. Egan Wealth Advisors, LLC. John founded J.M. Egan Wealth Advisors, LLC more than twenty five years ago to provide comprehensive financial wealth planning for individuals and families. Today, with John's leadership, J.M. Egan proudly serves over 600 families in 15 states. John holds various security licenses, a life/health insurance license, and is a Registered Investment Advisor Representative. John was raised in West Orange, New Jersey and attended Seton Hall Preparatory School. He earned his BA in Business Administration from Saint Michael's College in Winooski, Vermont. John is a member of many professional organizations including the Financial Planning Association and Society of Financial Service Professionals. John is involved in the community in many ways. He is past President of the Madison Chamber of Commerce, and a member of the Madison Historic Preservation Commission. Currently John serves on the Morristown-Beard School Board of Trustees and the Business Advisory Board of Hilltop Community Bank of Summit, New Jersey. John remains involved in numerous charitable organizations. John lives in Madison, New Jersey with his wife, Sue, their son, Brian, who attends Fairfield University, and their daughter, Kelsey, who attends Elon University. John's interests include spending time with his family, tennis, boating, skiing, relaxing at the Jersey Shore, and renovating his historic home. |
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Mary A. Vaccarello
MARKETING / CLIENT RELATIONSHIP MANAGER
800.919.5010 ext. 316
Email: mary@jmegan.com Mary has been working with the firm since 2008 as our Marketing & Client Relationship Manager. Mary is responsible for client service and communications, public relations, media relations, online account accessibility and maintenance, and the distribution of the monthly newsletter. She is also responsible for a variety of special projects. Mary earned a BS Degree in Accounting from the School of Business at Villanova University. She has a diversity of experience, including previous positions with Deloitte Touche, Prudential Insurance, American Cyanamid Corporation, and Lederle Laboratories. Mary was also recognized as a distinguished sales executive for At Home America for many years and was named top salesperson in the Nation. Mary lives in Basking Ridge with her husband, Dominic, and their son, Andrew, who attends Virginia Polytechnic Institute, their daughter, Lauren, who attends James Madison University, and their son, David, who is in middle school. She enjoys entertaining, cooking, reading, and spending time with her family and friends. |
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Jennifer Glogolich
ADMINISTRATIVE ASSISTANT
800.919.5010 ext. 310
Email: jennifer@jmegan.com Jennifer has been with J.M. Egan Wealth Advisors since January, 2009. Her role as Administrative Assistant is one which covers a variety of responsibilities including client communications, meeting preparation, maintenance of client databases, assisting John with client requests, and the many office duties in between. Jennifer is a life long resident of Chatham. She now resides there with her husband Pete, their three children Matt, Melinda, and Mike, and their dog, Ozzy. She enjoys reading, spending time with her family and friends, and vacationing on the Outer Banks of North Carolina. Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation. |
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