John Mahoney

John Mahoney is a Senior Vice President and Financial Advisor at Morgan Stanley with over twenty years of experience in the financial industry.12 He is based in Melville, New York.2

Expertise and Specializations

John Mahoney specializes in several key areas of financial planning and wealth management:

Retirement Planning:: He helps clients with saving for retirement and other expenses, securing retirement income, and optimizing retirement account distributions.1

Healthcare Planning:: Mahoney assists clients in mitigating risks associated with healthcare costs, particularly focusing on long-term care planning.1

Tax Planning:: He implements strategies like tax-loss harvesting to improve tax efficiency for his clients' portfolios.1

Estate and Multigenerational Planning:: As a Certified Financial Planner, Mahoney has expertise in estate planning, including annual gifting strategies, wills, and trusts.1

Services Offered

Mahoney provides a range of financial services to his clients, including:

• Comprehensive financial planning
• Retirement savings and income strategies
• Healthcare cost mitigation
• Tax-efficient investment management
• Estate planning and wealth transfer strategies

His approach emphasizes creating personalized financial plans that address his clients' unique needs and goals, with a focus on long-term security and wealth preservation.1

While the specific LinkedIn username provided in the query doesn't match the available information, John Mahoney does have a LinkedIn presence that reflects his role as a Senior Vice President and Financial Advisor at Morgan Stanley.2