Skip navigation

John S. Traynor

CFP, CPWA, Fiduciary Trust International

John Traynor, CFP®, CPWA®, Vice President, Wealth Planner, is a Certified Financial Planner™ and a Certified Private Wealth Advisor® professional specializing in all various facets of financial planning.  

John is responsible for partnering with client service teams to develop strategic advice for our clients around their financial decisions and the full range of financial planning topics, including cash-flow analysis, tax and transaction strategy, retirement management, employee stock option and deferred compensation plans, wealth transfer strategy, philanthropy, family education and governance, and liability and risk management.

Prior to joining Fiduciary Trust, John served as a financial planning subject matter expert in software development, successfully partnering with engineers, product managers and design leads to test and ensure the integrity of key financial planning software enhancements. John began his career at UBS and spent over seven years in private wealth management; advising clients in various areas of wealth management and financial planning.  John earned his Bachelor of Science degree in business information systems with a minor in management from Fairfield University, Charles F. Dolan School of Business.

 

John S.’s Recent activity