John M. Villella joined SilverOak Financial in September 2022. He is a registered representative and Investment Advisor of Woodbury Financial Services Inc. John graduated from Hofstra University (Hempstead, NY) with a BBA in Accounting. His financial career began with Merrill Lynch in the Investment Banking and International Equity/Currencies trading and finance areas. As a CPA, he has a strong taxation background, focusing on business consultation and planning. He resides on Long Island, New York with his wife/business partner and three children.
John understands the intricate balance between a client’s personal goals and business operations.
Certifications and Licenses held:
Certified Public Accountant - New York
Life and Health Insurance - New York
FINRA Series 7 and Series 66
When time permits, he enjoys bow hunting, waterfowl hunting, kayak fishing and snowboarding.