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 may have opened his own wealth management firm if he had not found the ideal environment at Hewins Financial Advisors – first as a client and then an advisor in 2003. At Hewins he can contribute to firm growth and always stay aligned with client interests.

After working for a New York-based investment management firm and 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 them 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 true independence and rigorous oversight. We bring sophistication and objectivity to small institutions and individuals that larger 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 vice chair of the Barry University Board of Trustees in Miami Shores, chair of the Committee on Trustees and member of the Advancement and Investment Committee. John is also a trustee of the Greater Miami Jewish Federation Foundation and member of the Foundation's Executive and Investment Committees. At the Loomis Chaffee School in Windsor, Connecticut, John is a trustee and vice chair of the Education Committee and member of the Investment, Finance and Trustees Committees.

A Career in Individual and Family Investing

• 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
jbussel@hewinsfinancial.com

Download Bio

[ Back ]