About John Convery

For 25 years, our founder, John Convery, has been recognized as a specialist in the advanced estate, insurance, and retirement planning marketplace. Specifically, he has specialized in being an advocate for seniors and helping them turn their retirement dreams into a reality through careful analysis and strategic planning designed to address and solve problems associated with their retirement savings. Mr. Convery has shared his strategies as a requested lecturer at private events in Palm Beach County. Further, his educational workshops for retirees are often conducted at local restaurant establishments whereby his goal is to raise awareness amongst seniors about the problems and challenges they face and provide education and entertainment in an effort to clarify how they can improve upon their retirement lifestyle. He has been lauded with praise from some of his clients who choose to be publicly acknowledged, such as retired New York Supreme Court Justice, Mr. Xavier Riccobono and retired Wall Street financier and partner in a major brokerage institution for 41 years, Mr. Herbert Avnet and his wife, Phyllis.

Mr. Convery has received distinguished awards from such major financial institutions as AXA (formerly the Equitable) in being bestowed with their Bronze Eagle Award for his excellence and professionalism in the marketplace. He has further demonstrated his professionalism in his authored works, T.V. appearances, and acceptance of participation in radio broadcasts on programs such as WADB’s “Help Yourself.” John is proud to have been the keynote speaker at a major conference for colleagues hosted at a citadel of advanced learning and commerce in Las Vegas, Nevada, where he taught his techniques for better serving retirees to constituents of the profession who gathered from the four corners of the United States to hear his succinct expression of wisdom. John is proud to have graduated with the distinction of magna cum laude from the Commonwealth of Pennsylvania’s East Stroudsburg University.  In his role as a civic leader, John was the founding President of a local optimist club, a chapter of the internationally acclaimed civic organization with a mission to serve youths in its community. John cherishes the opportunity to spend quality time with his wife and children, as well as his three grandchildren.