John Kozar

John Kozar is a licensed and accredited professional with over 30 years of experience in the financial industry. In 1993 he started as an Account Executive with an investment banking firm where his passion for the stock market began. In 2006 he was recruited and hired by Merrill Lynch and started their training program which was the best and most prolific trainer of rookie brokers. At this time his passion for technical analysis of stocks and his financial planning education intertwined to help him manage client risk. John joined Scott Swinchock’s wealth management team in 2018 and is excited to be part of the Succession, Wealth & Insurance Network.

John lives in Whitehall, Pennsylvania, with his wife of 25 years, Melissa, two daughters, Ave’ & Sophia, and three sons, John, Max & Chris, and his beagle Sidney. He loves playing tennis and golf during his free time, and enjoys dancing with his wife.