John Majors, CFA®, AEP®, MSFS
Managing Director, Partner
John serves as a Partner and Managing Director, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than three decades of experience in the financial services industry, John has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, John worked for an independent investment advisory firm as a partner.
John received his Bachelor of Science degree in statistics, summa cum laude, from the University of Tennessee and his Master of Science in Financial Services certificate, with highest honors, from The American College of Financial Services. John is a Fellow in the Society of Actuaries; holds the Chartered Financial Analyst<sup>®</sup> designation, as awarded by the CFA Institute; and is an Accredited Estate Planner<sup>®</sup>, as designated by the National Association of Estate Planners & Councils. He is also a member of the CFA Society of East Tennessee and the Knoxville Estate Planning Council.
John and his wife, Jessica, enjoy spending time with their four children, traveling, exercising and spending time outdoors.
Articles by John Majors, CFA®, AEP®, MSFS
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