John D. Pritchett

Wealth Advisor

---

John “JD” Pritchett is an experienced wealth advisor with a strong foundation in comprehensive financial planning and investment management. As a CERTIFIED FINANCIAL PLANNER™, he is dedicated to helping individuals and families navigate complex financial decisions through thoughtful analysis, clear communication, and a client-centered approach.

JD has worked with clients across multiple wealth management firms, serving as both a lead and service advisor for households with a wide range of planning needs. His experience includes developing and delivering customized financial plans, preparing and presenting portfolio reviews and investment proposals, implementing planning recommendations, and collaborating closely with investment and operations teams. He has advised on assets totaling tens of millions of dollars and has contributed to investment and portfolio committee work, including asset allocation, investment due diligence, and portfolio monitoring.

He began his career in financial planning after completing his graduate studies at Texas Tech University and has since held roles of increasing responsibility, most recently as a Wealth Advisor and Financial Planner. JD is known as a critical thinker with a detail-oriented mindset who enjoys solving complex problems for both clients and teammates.

JD holds a Master of Science in Personal Financial Planning from Texas Tech University, along with undergraduate degrees in Economics, Mathematics, and Biochemistry. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license.

Designations
 CERTIFIED FINANCIAL PLANNER™

Education
 Master of Science in Personal Financial Planning – Texas Tech University
 Bachelor of Science in Economics and Mathematics – Texas Tech University
 Bachelor of Science in Biochemistry – Texas Tech University