close windowJohn Linge, CPA , CFP®, ChFC
Managing Principal
Senior Financial Advisor

Senior Quantitative Analyst

Portfolio Manager
Phone: 904.541.0076 | Toll Free: 888.541.0076


John has been providing sound investment advice since 1987, when he worked on Wall Street at CitiCorp Investment Bank. He earned his bachelor’s degree in accounting from the University of Central Florida and an MBA in finance from the University of Florida. John is a past president of the Estate Planning Council of Northeast Florida, a current Trustee of St. Johns Country Day School, an active member of the Rotary Club of Orange Park and a member of the Clay County Chamber of Commerce serving on the government affairs committee. In his leisure John enjoys coaching youth sports, loves following the Jaguars, college football and basketball, and likes reading and water sports. John, his wife Patricia, daughter Jessica and son John III reside in Fleming Island.