Finance is in my blood—so much so that it wasn’t really a question of whether or not I’d spend my life helping others with their finances. I grew up watching my grandfather, who had a seat on the New York Stock Exchange, live in the financial world. And then there’s my older brother, who was a successful vice president with EF Hutton. With these two strong examples, I got bit by the finance bug and decided to be part of an industry where I could make a difference in people’s lives.
How It Started
But first, let’s backtrack a bit. I graduated from Boston University and started working as a commercial lines underwriter. But after the 1970s bear market reached its end, I made a switch and started working at the firm of Moseley Hallgarten Estabrook & Weeden. Then in 1985, I was appointed as head of the trust services department of Shearson Lehman Brothers. With all this experience under my belt, I quickly learned that my favorite parts of the job had to do with financial planning and building long-term relationships with clients so I could help them pursue their goals. I decided to look for work where I could focus on these things.
What I Do Today
Now I am senior vice president at T.A. Holland & Co., where I have been at the helm of their financial services division since 1990. I am a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner and hold the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services.
I spend my days doing what I love—providing individuals, families, and business owners with comprehensive financial solutions for the accumulation, protection, and distribution of wealth. I am committed to equipping my clients with a personalized plan, educating them, and motivating them to persevere in the economic cycle (during good times and bad) and stick to their strategies.
For me, it’s all about making an impact and adding value to my clients’ lives. There’s nothing more fulfilling than hearing from a client that our advice and support has helped them avoid a mistake or achieve a goal. I also can’t deny that it’s been a joy to serve my clients alongside my daughter, Lindsay, and my son, Thomas, who are also part of T.A. Holland’s financial services team (I told you this was in our blood)!
Are We The Right Fit?
Now that you know a bit more about me, I’d love the chance to get to know you. If you think our firm would be a good fit for your financial needs, reach out to us at email@example.com or 617-523-5656 to schedule a complimentary appointment so we can get to know each other.
John M. Hellmuth is senior vice president of T.A. Holland & Co.’s financial services division, where he has been at the helm since 1990. A graduate of Boston University, John joined the firm of Moseley Hallgarten Estabrook & Weeden in 1982. In 1985 John was appointed as head of the trust services department of Shearson Lehman Brothers. John is a CERTIFIED FINANCIAL PLANNER® (CFP®) practitioner and holds the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services. John is passionate about providing cutting-edge financial services with an array of solutions to help his clients grow and preserve their wealth. To learn more about John, connect with him on LinkedIn.