GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
John Mobley, Jr
John has been in the financial industry since 1999 and with Merrill Lynch Wealth Management since 2007. John brings substantial experience in working with ultra high net-worth families providing advice, guidance and strategies for the planning...
ABOUT JOHN
John has been in the financial industry since 1999 and with Merrill Lynch Wealth Management since 2007. John brings substantial experience in working with ultra high net-worth families providing advice, guidance and strategies for the planning issues they face. In addition to delivering the vast range of capabilities to our ultra high net-worth families, he also manages the team's retirement benefits group. Designated as a Retirement Benefits Consultant within Merrill, he is one of a select group uniquely qualified to deliver access to the firm's Fiduciary Advisory Services to our defined contribution clients.
Prior to Merrill, John worked with institutional fixed income clients at Goldman Sachs, First Tennessee Bank, and Sterne Agee and Leach.
John attended Avon Old Farms in Avon, CT and he holds and Economics Degree from the College of Charleston. John now lives in Atlanta and enjoys spending time with his wife Aimee and his two children Elizabeth and John.
John Mobley is registered to do business in AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MO, MS, MT, NC, NJ, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI.