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Partner & Financial Planner
Meet John
John G. McCarthy, III has been a financial planner since 1993, when he affiliated with Lincoln Financial Advisors (LFA). Primarily focusing on financial planning and investment management solutions for high net worth clients, John has been listed on the top 100 advisors list for many years and continues to be nationally recognized as one of the firm’s top 40 advisors in the country.
John is passionate about staying connected to his peers to remain on the cutting edge of financial planning knowledge. He is a member of The Resource Group (composed of Lincoln Financial Advisors’ top 200 advisors), sits on the Investment Committee, and has qualified for the Million Dollar Roundtable for the last 19 years.
John was born and lived in Beirut, Lebanon until the age of four, when he moved to London, England. He spent time in London and Geneva, Switzerland before coming to the United States to attend college. He lives in Baltimore with his two children (Aidan and Nadiya) and enjoys golf, tennis, running, reading, and traveling.
Certifications
- FINRA Series 6, 7, 63, and 65 registered
- Registered Investment Advisor Representative
- Life and Health insurance licensed
Professional Associations
- Financial Planning Association of Maryland
Awards
- SmartCEO magazine – Top Advisor (2017)
- WORTH magazine (2012-2014)
- Million Dollar Round Table qualifier (MDRT)
Education
- B.A., Washington College
Leanne Baldwin
Client Relationship Analyst
Kara Eyler
Client Relationship Manager
Jacob Fenlason
Client Relationship Analyst
Branden Jackson
Client Relationship Analyst
Lynn Nucci
Client Relationship 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
307 International Circle, Suite 390 Hunt Valley, MD 21030
