John E. Morretti
Jack joined the Stage Harbor Financial team in 2021 as a Wealth Planner. In this role, Jack supports the firm’s advisors in developing financial plans and servicing the firm’s clients.
Jack earned a Bachelor of Science in Finance from Bentley University. While at Bentley, he developed a keen interest in the financial planning courses as he saw the positive impact that comprehensive financial planning could offer families. Jack continued these studies and ended up graduating with a concentration in Financial Planning.
While out of the office, he enjoys spending his free time outdoors. Being from Swampscott, MA, he enjoys everything to do with the ocean and can often be found paddling the shoreline on his kayak. Jack also enjoys playing golf and is an avid Boston sports fan.