John was raised in the foothills of North Carolina, where his mother worked as an educator, specializing in academically gifted children. Through her, he imbibed a profound appreciation for the value of education, knowledge, and extending a helping hand.
Throughout his extensive career, his primary focus has been on delivering trustworthy guidance and promoting financial success. He aids his clients in assessing their goals, formulating strategic and tactical asset allocation plans, selecting investment managers, and evaluating outcomes. Collaborating with his investment associates, he focuses on crafting tailored wealth management strategies for a diverse clientele, including individuals, families, entrepreneurs, private foundations/endowments, and privately held corporations.
His educational background comprises degrees in History, English, and Liberal Studies from Wilkes Community College, Appalachian State University, and Wake Forest University, respectively. Additionally, he pursued Executive Financial Planning studies at Wake Forest University, which eventually led him into his current profession after eight years of teaching at the collegiate level. He has North Carolina Life, Accident, and Health licenses and holds FINRA registrations for the Series 7, Series 63, and Series 65 exams.
In his commitment to meeting the diverse life insurance and income protection needs of individuals and corporations alike, he maintains affiliations with highly regarded insurance carriers.
He has been honored as a member of the President’s Club of Ameritas since 2021. Furthermore, he actively participates as a member of the National Association of Insurance and Financial Advisors (NAIFA). John also serves on the Government Relations Committee for NAIFA North Carolina.
John lives in Summerfield, North Carolina with his wife, Amanda, and their children.
For additional information on the Presidents Club please click here https://cloud.content.ameritas.com/ratings-and-awards
John Mazza offers products and services using the following business name: Summerfield Wealth Advisors, LLC. – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC (www.finra.org/www.sipc.org.) – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Summerfield Wealth Advisors, LLC.