John F. DeLuca Jr.
Managing Director - Investments
Focus
John is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.
Background and experience
For over three decades John has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, John helps his clients structure balanced portfolios to address their specific financial goals.
John began his career at Smith Barney in 1995 where he developed his fundamental investment knowledge. He created The Alliance Group with John Fabris at Morgan Stanley in 2003, later transitioning to Wells Fargo Advisors in 2013, to take a team approach in providing personalized financial advice for individuals and families with a solutions based approach.
John has been recognized as a Premier Advisor (2015-2021), a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
John holds a Bachelor’s degree in Political Science from the University of Hartford and studied at the University of London with a focus on Economics. In addition, John maintains the General Securities Representative Series 7 registration as well as holds insurance licenses in numerous states for life, accident and health insurance.
Away from the office
John resides on Long Island, NY with his family. Away from the office, he enjoys traveling, playing golf and spending time with his wife and three daughters.
John is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance.
Background and experience
For over three decades John has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, John helps his clients structure balanced portfolios to address their specific financial goals.
John began his career at Smith Barney in 1995 where he developed his fundamental investment knowledge. He created The Alliance Group with John Fabris at Morgan Stanley in 2003, later transitioning to Wells Fargo Advisors in 2013, to take a team approach in providing personalized financial advice for individuals and families with a solutions based approach.
John has been recognized as a Premier Advisor (2015-2021), a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
John holds a Bachelor’s degree in Political Science from the University of Hartford and studied at the University of London with a focus on Economics. In addition, John maintains the General Securities Representative Series 7 registration as well as holds insurance licenses in numerous states for life, accident and health insurance.
Away from the office
John resides on Long Island, NY with his family. Away from the office, he enjoys traveling, playing golf and spending time with his wife and three daughters.