John G. Kallis

JD/MBA

Senior Financial Advisor, Partner

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 roughly 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.

Ask me about:
  • How do I efficiently transition my portfolio from the accumulation phase to distribution phase?
  • Why does the sequence of returns matter, especially to a retiree?
  • Why do the portfolios of retail investors significantly lag the broad index?
  • Why is Northern Michigan the best kept secret in America?

Education
  • University of Denver, JD/MBA
  • University of Kentucky, BBA in Finance
Registrations & Licenses
  • Series 7
  • Series 9
  • Series 10
  • Series 66
  • Life and Health Insurance
  • Admitted to Practice Law in Commonwealth of Kentucky
Community Involvement
  • Kentucky Bar Association
  • Former Board Member American Heart Association
  • Former Board Member Clothe-A-Child Foundation
Related Services
  • Investment Management
  • Active Account Management & ESG Investing
  • Personal Financial Planning
  • Retirement Planning
  • Business Owner/Executive Services

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.