The Financial Guys Team
Jack Haxton**
Wealth Manager
Licenses & Certifications Include:
- Series 6
- Series 63
- Series 65
- NYS Life, Accident & Health Insurance License
About Jack Haxton
Overview
Jack is a fully licensed Wealth Manager with The Financial Guys. He has his NYS Life, Accident and Health, Series 6, Series 63, Series 65. During his time at Saint Francis, Jack played on the school’s baseball, hockey and golf teams. He also spent his free time volunteering at local food banks and shelters. His acts of service continued throughout college, participating in various service events with the school’s men’s golf team. Through these acts of service, he was able to discover his passion for helping others. Jack dedicates his time to servicing the needs and aspirations of his clients to provide them with the best approach in regards to planning for the future
Experience/Career
Raised in Orchard Park, NY, Jack attended Saint Francis High School. After graduation he attended Le MoyneCollege in Syracuse, NY. While at Le Moyne, he played on the school’s men’s golf team and graduated with aB.S. in Finance. Continuing his studies at Le Moyne, Jack went on to receive an MBA in Analytics. He began his professional career as an Investment Research Intern at Sgroi Financial, LLC. Jack spent time working within their research department as well as learning from the various investment advisors. His academic background provides him with a distinctive fusion of financial proficiency and insight driven strategies.
Family/Interests
He currently lives in Orchard Park, NY. Jack has a younger sister who is currently studying Intelligence atMercyhurst University in Erie, PA. Jack’s sister soon begins her professional career with the aspiration of working for homeland security. His father has owned and operated Premier Car Care in Williamsville, NY for over 25 years. In his free time, he enjoys playing golf in Elma, NY with his father, cousins and his friends. Jack also enjoys spending time outdoors with his mother and his girlfriend.
Companies/Services
Aside from Wealth Management, Jack is fully licensed in NYS Life, Accident and Health Insurance. He is dedicated to helping his clients form a holistic approach to their finances.