John Bussel
Team Hewins
Principal, Chief Investment Officer, Senior Financial Advisor
John Bussel
Team Hewins
Principal, Chief Investment Officer, Senior Financial Advisor
When someone becomes a Team Hewins client, they quickly gain an appreciation for our fiduciary spirit and rigorous supervision along with the sophisticated investment choices that institutions have long enjoyed. - John Bussel
Fee-Only Financial Advisor serving clients locally in South Florida and virtually across the country.
Meet John Bussel
John Bussel, Principal and Chief Investment Officer with over 26 years of experience— I help my clients navigate their financial situation through comprehensive planning and have a special interest in family wealth management. Understanding the wishes and needs of each family member while leveraging the benefits of collective investment planning is an extension of my dedication to all clients. I earned my BA in History and Spanish from Duke University in 1991, and I am actively involved in my community as Vice Chairman of the Barry University Board of Trustees in Miami Shores, Director and Executive Committee member of the Greater Miami Jewish Federation, and President of the American Jewish Committee Miami Chapter. Learn more about John Bussel here...
Things to know:
- Complimentary consultation at the beginning of the process.
- We meet with clients on their terms - in the office or online.
- Our goal is to build long-term relationships with our clients by providing proactive, smart, and flexible services
- Each client is supported by a primary advisor and our client service team, so your day-to-day service issues can be handled with ease.
- We are 100% employee-owned (by 11 principals), with no outside investors or private equity.
- We seek to create a "one-stop-shop" experience, coordinating with your other professional advisors.
- The services we provide are most beneficial to clients with more complex financial needs; our minimum client size is $1 million in assets managed.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Contact John Bussel
Office Locations:
-
4400 Biscayne Blvd
Suite 514
Miami, FL 33137 -
2255 Glades Road
Suite 226A
Boca Raton, FL 33431