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John Willse, CLU®, ChFC®, MSFS

John Willse, CLU®, ChFC®, MSFS

Chief Operating Officer

John has worked in the financial services industry since 1978. As Chief Operations Officer, John manages Partners Square's carrier relationships as well as on-boarding new agencies and producers. In addition to his executive role at Partners Square, John is an investment advisor representative with Nabell Winslow Investments.

While stationed in Wilmington with the US Air Force, John began his studies at UNC-Wilmington. He received a BA in Psychology. John also holds a MS in Financial Services and an MS in Management from the American College in Bryn Mawr, PA.

John holds Series 7, 24, 63 and 65 securities registrations and has Life, Accident and Health insurance licenses. His designations include the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®).

John and his wife Cheryl live in Hampstead and attend Holy Trinity Episcopal Church. He enjoys golf and is a member of Olde Point Golf and CC.

 

Education

University of North Carolina - Wilmington 

Bachelor's of Arts in Psychology 

The American College of Financial Services

Master of Science in Financial Services

Master of Science in Management

 

Accolades

Chartered Financial Consultant (ChFC®)

The American College of Financial Services

Chartered Life Underwriter (CLU®)

The American College of Financial Services