John Fortuna, Jr.
Private Wealth Advisor
John began working in the financial services industry in 1968 and has successfully managed client relationships and wealth for the last 49 years. Currently, John is a registered representative – he primarily works with retirees in order to ensure a smooth transition from their fulfilling career to a rewarding retirement. John prides himself on getting to know his clients and their families in order to best plan for their financial future as well as to best leave a meaningful legacy for their loved ones. He also works closely with foundations – representing and managing wealth for several local, family-oriented foundations.
Prior to MONECO Advisors, John has held several leadership roles at Janney Montgomery Scott, where he worked for over 30 years – he was the First Vice President as well as Branch Manager for many years. Prior to that, he worked at T.L. Watson and Company for over 10 years.
Beyond this, John has served on countless professional boards and associations during his time in the industry – most recently with the Fairfield Rotary, the Merton Center, and the Bridgeport Area Foundation. John has also served on the Fairfield Police and Fireman’s Board for several years.
John is a graduate of Villanova University with a Bachelors of Science in Economics. He is dually licensed as an Investment Advisor Representative through MONECO and as a Registered Representative through LPL Financial. He also holds several designations including Series 4, Series 40 and Series 63 through LPL Financial.
John currently resides in Fairfield, Connecticut with his wife Pamela. They enjoy spending quality time with their three children, Jay, Eric, and Amanda, and their families.