John Muse has more than 25 years of experience in the financial services industry. He joined EP Wealth Advisors in 2022, having previously served as a Private Wealth Advisor at Minot Wealth Management, LLC. Prior to that, John held positions that include Executive Director at J.P. Morgan Private Bank and Senior Vice President at Merrill Lynch. A CERTIFIED FINANCIAL PLANNER™ who specializes in assisting ultra-high-net-worth families, he emphasizes that the passing of family wealth from one generation to the next should be about the transfer of values as well as the transfer of assets. John finds his career inspiring because it’s different every day, and it offers so much opportunity to help people in a meaningful way. When he’s not helping clients develop and implement financial strategies, John enjoys coaching kids in hockey and basketball. He’s also a volunteer board member of Hope House, a Boston non-profit residential and outpatient addition-treatment center.
Amherst College, B.A.