John A. Geresi

As Director of Business Development at Rhame & Gorrell Wealth Management, John plays a key role in the firm’s growth initiatives- serving as the initial point of contact for prospective clients. He is responsible for initiating outreach, identifying opportunities, and coordinating discovery meetings whereby individuals and families can connect with our advisory team. Through thoughtful conversations and a deep understanding of the firm’s planning process, John helps prospective clients feel confident and informed at the onset of their financial journeys with us. 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 where he gained extensive experience generating leads, facilitating client acquisition efforts, and managing all stages of the firm's sales pipeline. 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 enjoys an active and engaging lifestyle. In his free time, he spends time outdoors skateboarding, playing fetch with his Golden Retriever and Pomeranian, and participating in car shows and track events.