John P. Middleton

Senior Wealth Advisor

John P. Middleton image

CFA, CFP®, CAIA®, AIF®

JMiddleton@merceradvisors.com

John is a seasoned financial professional with a passion for helping clients achieve their long-term financial goals. With over three decades of industry expertise, he has devoted himself to delivering comprehensive financial planning and investment management solutions. John has an MBA in Finance from the University of Tampa and completed his bachelor’s at Rutgers University. He started his career at Raymond James & Associates, where he held various pivotal roles, including Director of Marketing & Client Service at Awad Asset Management, Regional Vice President at Heritage Asset Management, and Director of Corporate New Business Development within the Investment Banking Group. John later joined Mutual of America as Senior Vice President and Invesco as Senior Director and Client Portfolio Manager in the Quantitative Strategies Group. In 2010, John founded Brighton Financial Planning before integrating with Mercer Advisors in 2023 following its acquisition. John spends his free time in the gym, on the golf course, at the beach, or traveling with his family.

Morristown

67 Park Place East
Suite 700
Morristown, New Jersey 07960

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