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Partner
410-771-5677
410-785-0044
Meet John
John G. McCarthy III has been a financial planner since 1993 when he affiliated with Osaic Wealth, Inc. (formerly Lincoln Financial Advisors). Primarily focusing on financial planning and investment management solutions for high-net-worth clients and executives, John has been consistently listed on the top 50 advisors nationally (Top of Council1) and consistently inside the top 25 on this list (see membership and award disclosures below). He is also a member of the Million Dollar Roundtable2.
John’s mission is focused primarily on financial planning and investment management programs for executives, business owners, and high-net-worth families. John’s passion is staying connected to his peers to remain on the cutting edge of financial planning knowledge. He is a member of The Resource Group3 and sits on the Investment Committee. John was born and lived in Beirut, Lebanon, until the age of 4 when he moved to London, England. He spent his time between London and Geneva, Switzerland, before coming to the United States to attend college.
He lives in Cockeysville, Maryland with his wife Alaleh and their four children (Aidan, Nadiya, Ellia, and Lyla) and enjoys golf, tennis, running, reading, and traveling.
Lincoln Financial Advisors is now Osaic Wealth, Inc. Any reference to Lincoln Financial within these files should be disregarded.
Certifications
- Series 6, 7, 63, and 65 registered
- Registered Investment Advisor Representative
- Life and Health insurance licensed
Professional Associations
- Financial Planning Association of Maryland
Education
- B.A., Washington College
Awards
1Lincoln Financial Advisors’ Top of Council, recognition was an
internal recognition determined by annual sales amounts.
Award was earned 2007-2022.
2Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.
3The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic Wealth.
Jacob Fenlason
Client Relationship Manager
Zachary Foertschbeck
Client Relationship Manager
Colin Myers
Client Relationship Analyst for Zachary Foertschbeck
John Gregory
Client Relationship Manager
Kyle Hays
Client Relationship Analyst for John Gregory
Anthony Lennon
Client Relationship Manager
Allie Schwartz
Client Relationship Analyst for Anthony Lennon
Marcus A. Courtney
Operations Manager
Primary Clients or Industries
Hospitals
Corporations
Families
High net worth individuals
Primary Service Areas
Investment management practices
Financial planning
Estate planning
Asset management
Risk management