Discipline

"I gained an appreciation early in my career of how great institutions manage their money. I wanted to bring that knowledge and value to individuals."

John Bussel might have opened his own independent wealth management firm if he had not found the ideal environment at Hewins Financial Advisors – first as a client in 2001 and then when he joined the firm as an advisor in 2003. At Hewins, John found that he can always stay aligned with client interests yet still contribute to firm growth.

After working for a New York-based investment firm and then on the brokerage side of financial services, John prefers his role today to objectively assess and represent the client's interests as leader of the Hewins office in Miami.

John works to improve client discipline and results. He keeps his clients highly informed by providing access to a broad breadth of financial resources and reporting.

"Once people are with Hewins, they quickly learn to appreciate the value of our true independence and rigorous oversight. We bring completely objective advice to individuals and families as well as the sophistication of investment choices that institutions have long enjoyed."

Working with private clients and family-based foundations, John has a special interest in family wealth management. Understanding the wishes and needs of each family member while leveraging the benefits of collective investment planning are a particular strength of his practice and the firm overall.

John is a regular member of the CFA Institute and CFA Miami. He is active in his community as chair of the Foundation of the Greater Miami Jewish Federation and as vice chair of the Barry University Board of Trustees in Miami Shores where he chairs its Committee on Trustees. At the Loomis Chaffee School in Windsor, Connecticut, John is a trustee and chair of the Committee on Trustees. John also serves on the investment committees at the Miami Jewish Federation, Barry, and Loomis.

A Career in Individual and Family Investing

• Principal, Regional Director, Hewins Financial Advisors, LLC
• Principal, Senior Vice President, Hewins Financial Advisors, LLC
• Principal, Bussel Asset Management, LLC, managing individual portfolios
• Financial Advisor, Prudential Securities in Coral Gables, Fla., for individual and institutional accounts
• Assistant Vice President and Investment Officer with Fiduciary Trust International in Miami, managing trusts, private clients and institutional portfolios

Education

• B.A. in History and Spanish from Duke University
• Series 65 licensure
• Level I of Chartered Financial Analyst designation

Contact John
305-358-5941
[email protected]

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