Meet John Wight, Sales Executive for Mid Atlantic Capital Group, Inc. (Mid Atlantic). John works with financial advisors seeking to operate an independent practice on an open architecture platform. Through ongoing consultation and collaboration with the advisor, John coordinates with the Mid Atlantic team to offer tailored solutions for the advisor’s needs.
John was born and raised in Baltimore, MD, and later attended Denison University in Granville, OH. After graduation, he and his wife moved back to Baltimore where John embarked on his career working for T. Rowe Price and then Legg Mason Wood Walker.
As John’s wife over time yearned to be closer to her family, the couple packed up the car and moved to a suburb of Pittsburgh where they eventually started a family. John immediately went to work with Federated Investors where he specialized in helping advisors become experts in 401(k) planning and servicing. In addition, he presented Federated’s myriad of financial products to numerous broker-dealers and RIAs.
We recently caught up with John to gain some additional insight regarding his wealth of experience working with independent advisors:
What sparked your interest in finance and business?
It probably starts with my father who was a broker for an investment banking firm in Baltimore. I’ve always been interested in how the equity markets worked and how people accumulate wealth.
What do you like most about working for Mid Atlantic?
Without a doubt, the culture and our sandbox. Everyone is approachable and focused on delivering the best service for our customers and their clients. There is transparency and accountability at every level. Mid Atlantic takes the time to understand our customer’s business and is flexible in presenting customized solutions.
What makes for an effective transition from one brokerage firm to another?
Our transition team would suggest, first and foremost, that you know your clients. Know what products they have and where they are located, and be sure to prepare for their needs before you make the change.
Secondly, be methodical in your approach and be prepared to meet with each and every client to explain why you are moving from one broker-dealer to another. Most transitioning reps are afraid that change will impact their client relationship but in reality we see the opposite… Most clients are so supportive of their rep finding the best home that will serve that rep and their account the best.
What are your hobbies and interests?
Investing, golfing, skiing, mountain and road biking, and whatever activities my wife and our three children have going on at that time.
It goes without saying that the success of any business starts with qualified employees who care and want to help others be successful.
Are you a financial professional looking to become a part of something greater? Then come meet John and the entire Mid Atlantic family!
For more information, please contact John Wight at 1-800-693-7800, ext. 286 or by emailing him at firstname.lastname@example.org.