Listen to my latest episode of
The Flow of Money podcast.
John O’Dea works with business owners who’s closely held companies represent both their greatest opportunity and their greatest complexity.
Business ownership creates unique financial decisions around wealth, taxes, liquidity, risk, succession, and exit planning. At this level, generalist advice often falls short and mistakes are costly. John specializes in helping owners clearly understand their options and make informed decisions by modeling the real impact of business and personal financial choices before they are made.
His work integrates cash flow projections, investment strategy, tax planning, estate considerations, and exit planning. John is most effective when coordinating closely with a client’s existing legal and tax advisors. John leads experienced professionals, institutional resources, and technical specialists to access the full scope of the financial marketplace of ideas while maintaining a single, coherent strategy.
With more than 20 years of experience, John brings deep technical expertise, advanced planning tools, and client-first commitment. He is known for being thoughtful, prepared, and direct, and he values working with clients who do the same.
John holds advanced designations including AIF®, CExP™, CPFA®, and CLU®. Outside of work, he enjoys time with his wife, two children, and virtually any nerdy hobby you can think of from Ham radio operation to umpiring youth baseball.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.