John Wilford Farina

CFP, CRPC, ADPA, Vice President, Financial Advisor

Contact Me
John Wilford Farina

MY MISSION STATEMENT

Comprehensive wealth planning strategies for your life and legacy

My Story and Services

Welcome

I have spent my whole life in the Washington, DC Metropolitan Area. The oldest of three, I was born in Alexandria, VA,  raised in Bowie, MD and moved to Washington, DC as an adult. Growing up in the Washington Metropolitan Area has provided me with exposure to a diverse cross section of domestic and international issues.  I have met people from all walks of life, as well as from all over the world.  Meeting people and learning about their interests and cultures has always been intriguing to me.  

I spent most of my working life in Business Management. Having put myself through college while working full time and securing student loans, I learned firsthand about the hard work it takes to succeed in business and in life. I enjoy sharing my knowledge with others to provide them the benefit of my experiences.

In my free time I enjoy volunteering and travel. I have traveled domestically and to parts of Europe, Scandinavia, South America and the Middle East. 


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Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Annuities
  • Divorce Financial Analysis
  • Estate Planning Strategies
  • Financial Planning
  • LGBT Planning Services
  • Life Insurance
  • Retirement Planning

Securities Agent: AL, AZ, CA, CO, CT, DC, FL, HI, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OK, PA, SC, TX, VA, WA, WV; General Securities Representative; Investment Advisor Representative

NMLS#: 643896


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Associations

Associations

  • Past Secretary: Arlington Optimist International Club. A community service organization that serves youth.
  • Past President Potomac College Alumni Association
  • Founding Board Member DC Catholic Business Network

Location

Location

  • 1850 K Street Nw, Suite 900
  • Washington, DC 20006


    Education

    Education

    • CFP®, Certified Financial Planner™
    • Graduate with Honors Potomac College, Bachelor of Science Degree in Business Management
    • Graduate Georgetown University, Executive Certificate in Financial Planning
    • Hold Series 7,63,65, Life Insurance licensed
    • CRPC®, Chartered Retirement Planning CounselorSM
    • ADPA®, Accredited Domestic Partner Advisor

    Experience

    Experience

    2012 - Present: I was recruited to Morgan Stanley Wealth Management in December of 2012

    1999 - 2012: Merrill Lynch Private Client Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact John Wilford Farina today.

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