Whitaker-myers Wealth Managers, Ltd.
Whitaker-myers Wealth Managers, Ltd. (CRD# 286093) is a financial advisory firm headquartered in Mansfield, OH. They manage $513,028,918 in 7,714 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management513MILLION
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Total Number of Accounts7,714ACCOUNTS
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Average Account Value$66,506
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, FL, GA, IL, IN, KS, KY, LA, MD, MI, MS, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WV
John-Mark Young understands that serving clients’ financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Raymond James Financial Services located in Wooster, Ohio, he puts his clients—and their needs—first.
Offering a wide range of investment services and alternatives, John-Mark is committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Whether you need access to our full suite of financial planning ideas or need to start funding your first IRA, John-Mark will put you—and your needs—first.
Before joining Raymond James as a Financial Advisor, John-Mark worked at PNC Wealth Management and Private Client Group for 7 years, where he served as a Relationship Manager for affluent families in Northeast Ohio.
John-Mark graduated from Campbellsville University in 2007 with a bachelor’s degree in Organizational Management. He additionally completed his MBA in Finance from Ashland University in 2012. A firm believer in continuing education,
John-Mark enhanced his experience by obtaining his Certified Trust and Financial Advisor (CTFA®) designation in 2014.
John-Mark lives in Ontario, Ohio with his wife Megan, as well as Bella, Nash and Landrie their 3 children. Outside of work John-Mark is a member of Westwood Alliance Church, where he serves as an Awana Youth Leader. He also volunteers at Richland Pregnancy Services as a Mentor Dad, is a member of The Mansfield Rotary Club and currently serves on the board of directors at The Christian Children’s Home of Ohio, Inc and Advantage Credit Union.
Jacob Buckwalter (CRD# 6458420) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 8 years of experience in the finance industry.
Matthew Harris (CRD# 3116683) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 25 years of experience in the finance industry.
Joshua Paletta (CRD# 5619728) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Overland Park, KS and has over 15 years of experience in the finance industry.
Nicholas Allen (CRD# 7628861) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Wooster, OH and has 1 year of experience in the finance industry.
Stephen Armstrong (CRD# 7155231) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 4 years of experience in the finance industry.
Logan Doup (CRD# 7478159) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has over 2 years of experience in the finance industry.
David Gearhart (CRD# 7883871) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has 1 year of experience in the finance industry.
Drew Hodgson (CRD# 7371378) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Mansfield, OH and has 1 year of experience in the finance industry.
Kelly Kranstuber (CRD# 7335439) is an Investment Advisor Representative working at Whitaker-myers Wealth Managers, Ltd. in Wooster, OH and has over 3 years of experience in the finance industry.