Broker Check
John McCarthy, CFP®

John McCarthy, CFP®

Senior Wealth Advisor

John joined Jacobi Capital Management in 2015, and has over fifteen years of wealth management experience. He is a Senior Wealth Advisor in our Wilkes Barre office, and delivers customized planning and wealth management strategies to executives, business owners, professionals and families.

John began his investment management career in 2001 with a leading national brokerage firm. John is a former CPA and currently a member of the Certified Financial Planner Board of Standards, a position he has held since 2004. Along with his wife, Tina, John founded an annual charity golf tournament, The Autism Classic; the tournament has been raising funds to benefit children with autism in Northeastern Pennsylvania since 2000.

John earned his bachelor's degree in Accounting from Villanova University. He resides in Dallas with his wife Tina and they have two grown children.