Our Qualifications
221B Advisory Services, LLC offers the pinnacle of personalized service and care to our clients, collaborating with a client’s other advisors and through strategic alliances within the Financial Services and Life Insurance industries to best meet the client’s objectives.
Jerry held a Master of Science degree in Financial Services (MSFS). He held the designations of Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®). He was a member of the Society of Financial Service Professionals, the Association for Advanced Life Underwriting (AALU), the Greensboro Estate Planning Council, and was a life member of the Million Dollar Round Table (MDRT). Jerry passed away on June 9, 2009.
John has over 46 years’ experience in the financial services industry, affiliating with Provident Mutual on April 1, 1979. Through strategic alliances, 221B Advisory Services, LLC specializes in portfolio management, retirement planning, retirement distribution planning, business and family wealth preservation, and business succession strategies.
He holds the designations of Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Accredited Estate Planner® (AEP®), Registered Financial Consultant® (RFC®) and he is an Investment Advisor Representative with Hornor Townsend & Kent, Inc. He holds Series 6, Series 63, Series 65, and Series 7 securities registrations.
In addition, John is a member of the Society of Financial Service Professionals (SFSP), Finseca, the International Association of Registered Financial Consultants (IARFC), the International Association for Financial Planning (IAFP), and is a past president of the Greensboro Estate Planning Council. He served on the Board of Directors for Finseca (formerly AALU) from 2013 – 2018. He continues to serve on various working group committees within Finseca.
Under The Penn Mutual Life Insurance Company, John is a part of their STAR program. This program recognizes elite life insurance professionals for their exceptional, sustained performance and long-term commitment. As part of 1847Financial, a national organization of financial services firms affiliated with Penn Mutual, he currently serves as president of their National Advisory Council (NAC) Executive Committee.
