John A. Geresi
DIRECTOR OF BUSINESS DEVELOPMENT
As Director of Business Development at Rhame & Gorrell Wealth Management, John plays a key role in the firm’s growth by serving as the initial point of contact for prospective clients. He is responsible for identifying opportunities, initiating outreach, and coordinating discovery meetings that connect individuals and families with the advisory team. Through thoughtful conversations and a deep understanding of the firm’s planning process, John helps prospective clients feel confident and informed as they begin their financial journey. Before joining Rhame & Gorrell, John worked as a Wealth Management Advisor at Merrill Lynch, where he developed a strong foundation in financial planning and investment strategy. He then transitioned into a business development leadership role at a regional wealth management firm, gaining extensive experience in lead generation, client acquisition, and relationship management. His background bridges financial advisory knowledge with business growth strategy—making him an integral part of RGWM’s client experience.
John earned his Bachelor’s degree in Business Administration from Loyola Marymount University and holds the Series 66 license. His professional approach is rooted in service and education, helping individuals understand the value of personalized wealth planning and guiding them toward long-term partnerships with the firm.
John A. Geresi
DIRECTOR OF BUSINESS DEVELOPMENT
As Director of Business Development at Rhame & Gorrell Wealth Management, John plays a key role in the firm’s growth by serving as the initial point of contact for prospective clients. He is responsible for identifying opportunities, initiating outreach, and coordinating discovery meetings that connect individuals and families with the advisory team. Through thoughtful conversations and a deep understanding of the firm’s planning process, John helps prospective clients feel confident and informed as they begin their financial journey. Before joining Rhame & Gorrell, John worked as a Wealth Management Advisor at Merrill Lynch, where he developed a strong foundation in financial planning and investment strategy. He then transitioned into a business development leadership role at a regional wealth management firm, gaining extensive experience in lead generation, client acquisition, and relationship management. His background bridges financial advisory knowledge with business growth strategy—making him an integral part of RGWM’s client experience.
John earned his Bachelor’s degree in Business Administration from Loyola Marymount University and holds the Series 66 license. His professional approach is rooted in service and education, helping individuals understand the value of personalized wealth planning and guiding them toward long-term partnerships with the firm.
A CLOSER LOOK AT
John Geresi
John enjoys an active and engaging lifestyle. In his free time, he spends time outdoors skateboarding, playing fetch with his Golden Retriever, and participating in car shows and track events.
A CLOSER LOOK AT
John enjoys an active and engaging lifestyle. In his free time, he spends time outdoors skateboarding, playing fetch with his Golden Retriever, and participating in car shows and track events.
Our most valuable asset as a firm is the clients we serve.
Get in contact with us using the email or phone number below to get a conversation started. Looking to meet soon? Use the scheduling calendar to book a slot with our team. We’ll call to confirm the meeting and get relevant information so we can get the right experts at the table.
(832) 789-1100
Our most valuable asset as a firm is the clients we serve.
Get in contact with us using the email or phone number below to get a conversation started. Looking to meet soon? Use the scheduling calendar to book a slot with our team. We’ll call to confirm the meeting and get relevant information so we can get the right experts at the table.
