Mr. Coyne has been a Certified Financial Planner since 1986 and entered the financial services business in 1982.
John earned his Bachelor’s degree from Michigan State University and also holds a Master’s Degree. As a Certified Financial Planner, John holds his NASD Series 7 and 63 license designations.
As a CFP, John continues to educate himself in the area of financial planning. During his many years in the business, John has assisted hundreds of people with the development of investment programs. His specialist is managing clients’ money using mutual funds & ETFs. Through a distinct and disciplined process, John identifies excellent funds in all major Morningstar categories and then diversifies his clients across these market segments. Once the initial allocation is complete, John monitors his client’s assets carefully and adjusts as market conditions and personal situations dictate.
John brings an immense amount of experience to Compass from his prior positions, including that with the Bank of Braintree, where he held the titles of Assistant Vice President and Investment Advisor. John essentially created the Investment Services and Trust Department at the Bank of Braintree, where he was responsible for all aspects of its trust and asset management business.
