Through our Financial Solutions for Life process, we help you define your goals and simplify your complex wealth management and investment issues by aggregating every aspect of your finances and clarifying your choices. Many of our clients feel overwhelmed and want to eliminate financial anxiety, want to proactively plan for their financial future, or want to talk with someone about how short-term actions affect long-term plans.
John Puckett is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, John Puckett is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, John Puckett is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, John Puckett is required to act in a fiduciary capacity.
John Puckett
CFP®
John joined LifeTime Asset Management in 2022 as Wealth Consultant and Chief Investment Officer. John works with his clients in areas such as investment analysis, risk management, estate planning and holistic wealth planning.
John has over 13 years of strategic investment and planning experience and earned his CERTIFIED FINANCIAL PLANNER™designation in 2017. In 2020, he completed an executive education program for Investment Management and practice theory through Yale University. John graduated with an MBA from Georgia Institute of Technology in 2018 and obtained his Bachelor of Science degree from Georgia Southern University in 2005.
Prior to joining the industry John served as an educator and basketball coach in Gwinnett County, GA. John is a Georgia native and currently lives in Suwanee with his wife Rachel and daughters Sam and Zoey. In his free time, John enjoys golfing, going to Georgia Tech football games, and traveling with his family.
Professional registrations, licenses, and designations:
FINRA Series 7 and 66 securities registrations
Life insurance license
CERTIFIED FINANCIAL PLANNER™ certification
Community involvement and professional organizations:
Board Member, American Cancer Society Atlanta Golf Select
Member of the Investments and Wealth Institute
Member of Laurel Springs Golf Club
Active Georgia Institute of Technology alumnus
Matthew Glova
CFP®
Matthew D. Glova joined LifeTime Asset Management in 2010, later joined the team as a partner, and then became CEO. Matt enjoys the opportunity to make a difference in his clients lives and is motivated by the problem-solving challenges that come with smart financial planning strategy.
Matt is currently ranked on Forbes Best-In-State Wealth Advisors list for 2022 and ForbesAmerica Top Next Gen Wealth Advisors list for 2021. Recognized on ForbesNext-Gen Best-In-State Wealth Advisors list in 2019, and awarded Triangle Business Journal 40 Under 40 award in 2018.
Matt grew up in Michigan and ventured south to attend the University of North Carolina at Wilmington, where he graduated with a BS in finance. A frequent volunteer, Matt is passionate about projects that support families, his community, and advancements in health research and patient support.
In his free time, Matt enjoys golf, cooking, and being with his family. He lives in Raleigh with his wife, Sarah, and their sons, Sawyer and Eli.
Community involvement and professional organizations:
Board Member, Wake County Smart Start nonprofit
Committee Member, Finance Committee, Wake County Smart Start nonprofit
Volunteer, Great Futures Campaign, Boys & Girls Club
Member of the Financial Planning Association (FPA)
Member of The American Institute of Certified Public Accountants (AICPA)
Member of North Ridge Country Club
Active UNCW alumnus, founding member of UNCW Alumni Triangle Chapter
General Information |
| No. of Employees: | 20-49 | |
| Name of Broker/Dealer: | COMMONWEALTH FINANCIAL NETWORK |
| Name of Custodial Firm: | Fidelity Investments |
| Number of Years with Current Firm: | 1 |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Financial Planning for Businesses |
Services |
| Investment Types: | Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office, Phone, Our Offices, Video Conference, Your Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | 250,000 |
| Compensation Methods: | Based on Assets |
Board Positions |
| Organization : | American Cancer Society-Atlanta Golf Select |
| Position : | Board of Ambassadors |
| Duration : | 02/01/2021-Present |
Education |
| Bachelor | Georgia Southern University
08/01/2003-05/31/2005 |
| MBA | Georgia Institute of Technology
- Atlanta, GA 08/01/2017-12/31/2018 |
Financial Services |
| Portfolio Management
-Portfolio screening and analysis with the support and resources of LifeTime Asset Management and Commonwealth's investment team. Investment decisions free from proprietary product pressures and constraints. -Portfolio construction, including asset allocation and investment selection recommendations -Extensive due diligence and ongoing monitoring of each portfolio holding and its management, as well as market and economic conditions. -Regular review meetings to thoroughly evaluate top-down analytics and individual holdings and manage optimal asset allocation. |
| Retirement Planning
Retirement Income Projections including base facts scenario and several "What-if" scenarios including a bear market and/or long-term care scenario. Provide an in-depth Social Security income analysis and recommend the optimal filing strategy for your specific situation. Provide a Monte Carlo Analysis to determine probability of fully funding retirement goals and expenses assuming base facts. |
| Estate Planning & Trusts
Review all current estate planning documents (wills, trusts, etc.). Recommend changes to current estate plan to meet stated objectives. Coordinate with the appropriate professionals for review/implementation. |
| Tax Advice and Services
https://lifetimeasset.com/tax-planning-tax-services/ Review current tax returns to identify potential tax saving strategies. Review and analyze future income flows and consider strategies to minimize taxes in the long term. Coordinate with your CPA or other tax professionals for review/implementation. |
| Risk Management
Review & analyze insurance policies including life, disability, and long-term care. Facilitate review & analysis of current property & casualty insurance policies. Recommend changes or improvements to your risk management strategies & coordinate with the appropriate insurance professionals for implementation of the recommendations. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Commonwealth Financial Network ADV 2A Additional Detailed Disclosures |
Disclaimer |
This communication strictly intended for individuals residing in the states of FL, GA, NC, NY, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA, SIPC, a registered investment adviser. Fixed insurance products and services offered through CES Insurance Agency. Forbes Best-in-State Wealth Advisors list for 2022 - Data provided by SHOOK® Research, LLC., as of 4/2022. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Overall, 34,925 advisors were considered, and 6,585 (18.8 percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here. Forbes America Top Next Gen Wealth Advisors List for 2021 and Forbes Next-Gen-Best in State Wealth Advisors list for 2019 - The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. For more information and complete details on methodology, go to www.shookresearch.com. Triangle Business Journal 40 Under 40 Award in 2018 - The 40 Under 40 awards recognize outstanding professionals under the age of 40 for their contributions to their organizations and to the community. This award is not specific to financial services. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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