Train Your Finances Accelerator Course
The purpose of the Train Your Finances course is to provide education around key topics involving money, money management, and investing. Financial literacy is something that is typically not taught in school or learned, yet it is an aspect of life that is arguably one of the most important.
The course is designed to be fun, action-oriented, and informative. You will develop a solid foundation to make educated decisions and take control of your money, not vice versa. In today’s information age, knowledge is power. Take control and train your finances.
John Carelli is Director of the Supervision Team within Institutional Fiduciary Solutions of Raymond James. John leads a team of institutional specialists responsible for risk management, oversight, and supervision of ERISA and Non-ERISA institutional clients which include retirement plans, endowments, foundations, municipalities, non-profits, and more. The team is also responsible for institutional contract development and management. John has broad broker-dealer and investment advisor experience. Prior to joining Raymond James, John worked in Risk Management, Operations, and as a Financial Advisor at Janney Montgomery Scott, LLC in Philadelphia, PA.
John is a graduate of the Wharton School, University of Pennsylvania with a Bachelor of Arts in economics and concentration in finance. While at the University of Pennsylvania, John was the captain of the track and field team competing in the long, triple, and high jumps. He holds the Accredited Investment Fiduciary ® (AIF), Series 7, Series 66, and Insurance licenses.
John grew up in Allentown, PA and lived in Philadelphia, PA for 10 years prior to moving to Clearwater, FL. John and his wife, Jenna, have been married for 6 years and have a daughter and Boxer dog. His interests include fitness and being active, cooking, and spending time with family and friends.