Special Needs Financial Planning

Meet John Surguy

John Surguy

Financial Advisor

email: john.surguy@margfinancial.com

(732) 922-6300

Check the background of this investment professional on FINRA's BrokerCheck.

John graduated from Stevens Institute of Technology before attending the IESE at University of Navarra in Barcelona, Spain. After working in institutional asset management for over 20 years, John decided to become a Financial Advisor.

While working for Wilshire Associates, John modernized portfolio management. Including how investors allocate assets, construct portfolios, measure risk and evaluate performance. He helped build a new business within Wilshire and was promoted to Managing Director as a result.

John currently resides in Marlboro, NJ with his wife Stacey and two children, Maggie and Austin. His family also includes a few pets: a yellow lab, Luke Skywalker, a Guinea Pig named Pepper, and three cats which they adopted on Thanksgiving: Cranberry, Stuffing, and Licorice.

In his spare time, John enjoys sailboat racing, soccer, and fitness. He also likes listening to music, reading, and traveling with his family. He volunteers at the Atlantic Highlands Sailing Education Program, the NJ & Rockland County JDRF, and the Marlboro Soccer Association.

John holds Life & Health Licenses as well as, Series 7, and Series 66 FINRA Registrations. His goal at MARG is to help people avoid costly planning mistakes and to become a top advocate for improving emotional, physical, and financial wellness within his communities.

John is a registered representative and an investment advisor representative of Securian Financial Services, Inc.