John Santini

John Santini

Senior Advisor

John is a senior advisor with Ethos Financial Group, as well as part of the family office and institutional coverage team. He provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners. John works closely with clients to develop long-term, strategic financial strategies that integrate investment, insurance, and estate planning services. Prior to Ethos, he spent six years as a Financial Planner at Barnum Financial Group and three years at Merrill Lynch as a wealth management executive. John has extensive experience educating employees of Fortune 500 companies on benefit and stock option tax optimization. He attended Johnson & Wales University, obtaining a Bachelor of Science degree in Financial Services Management.