Wealth management and financial planning; for individuals and businesses.
Wealth management and financial planning; for individuals and businesses.
John G. Kallis
JD / MBA
Partner, Senior Financial Advisor
502.882.4612
John Kallis is a Senior Financial Advisor who has been a partner at Meritrust Wealth Management since 2010. John’s chief responsibility is to provide retirement income planning and custom consulting services for high net worth individuals and families. John adheres to a disciplined process that delivers a consistent, conservative wealth management experience. As a licensed attorney, John is known for his ability to break down complex problems and clearly communicate solutions to his clients. Prior to joining Meritrust, John practiced for nine years at Merrill Lynch as a Financial Advisor while also serving as an Associate Resident Director for three years.
From 2010 – 2018, while John served as Chief Operating Officer of the firm, Meritrust was recognized 8 times as one of Louisville’s “Fast 50” companies.
He is licensed to practice law in the Commonwealth of Kentucky and did so for 10 years prior to joining Merrill Lynch. John has also served as a board member for many local charitable organizations.
In his time away from the office, John and his family enjoy the performing arts, boating on the glacier lakes of Northern Michigan and hiking the rugged terrain of Colorado’s Western slope.
Disclosure
Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.
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