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John G. McCarthy III

Partner & Financial Planner

About John G. McCarthy III

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
John G. McCarthy III's Team
Leanne Baldwin

Leanne Baldwin

Client Relationship Analyst

Kara Eyler

Kara Eyler

Client Relationship Manager

Jacob Fenlason

Jacob Fenlason

Client Relationship Analyst

Branden Jackson

Branden Jackson

Client Relationship Analyst

Lynn Nucci

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

410-771-5677

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030