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JOHN P. MORAITES

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In this era of business services consolidation and desire for improved profits, it is vital that all clients get the best possible resources and services from a world class service provider. If you cannot provide what they want, they will seek someone who can.” -John Moraites, CFP©

John is FIRM Consulting Group’s CEO and a broad based impact  leader with over 35 years as a business sales and leadership development expert with proven and measurable success. He is responsible for providing directional leadership, vision and business development support with his partners. With the growth of the practices within FIRM Consulting, John advises on the long term planning, acquisition development, and consulting with clients.

Previously he provided national sales leadership to the fifth largest accounting firm, RSM McGladrey, in the development of a major growth practice in Wealth Management Services. A critical factor was the development of a cross selling process while working with the CPA partners. Under his leadership, during a four year period assets grew from $600M to over $4.3Billion while an expense gap of $6M was reversed with $25M in new revenue, structural changes and leadership development.

John was with American Express Financial Advisors (currently named Ameriprise), and pioneered the innovation of financial planning and tax services while leading several key business units to great success. As a Senior Vice President at MetLife John reported to the President and was responsible for the development of an innovative distribution platform that incorporated many new methods of professional service practices and provided these services to high net worth clients and executives.

An active community leader, he has held board and leadership roles with Communities in Schools in Chicago, Oklahoma and North Carolina. He was on the board of the New Orleans and Oklahoma Ballet and the board of the American Red Cross in Oklahoma during the time of the tragic bombing. While in North Carolina he was on the board of the Wake Education Partnership and helped lead the first million dollar campaign.

John is a graduate of Loyola University in New Orleans with a bachelor in Social Services and has attained the CFP© designation.