John Tripoli, CFP®, RICP®, CLU®, MBA in

John Tripoli, CFP®, RICP®, CLU®, MBA

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Managing Director, Private Wealth Advisor at Northwestern Mutual
📍 Greenville, South Carolina, United States

John Tripoli is the Managing Director for Northwestern Mutuals Upstate South Carolina offices and the co-founder of Upstate Legacy Planning Group. He has recruited over 170 new advisors and led his office to a #1 national ranking. He holds an MBA and multiple financial certifications, including RICP® and CLU®.

John is deeply committed to his community, demonstrated by his long-standing support for Greenvilles Center for Developmental Services. His dedication earned him the Northwestern Mutual Community Service Award, highlighting his passion for supporting local causes and families.

His community service award resulted in a $15,000 grant from the Northwestern Mutual Foundation to a local childrens charity.

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Experience
21 Years
Current Role
Managing Director, Private Wealth Advisor
Job Level
Mid-senior
Location
Greenville, South Carolina, United States
Personality Overview

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Decision Approach
Work Preference

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Priorities

Topics John cares about

Advisor Development
He has personally recruited and helped start the careers of more than 170 financial advisors and frequently posts about hiring and training.
Complex Wealth Management
As a Private Wealth Advisor and co-founder of Upstate Legacy Planning Group, he specializes in future-focused planning for clients with complex needs.
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Career

Work history

9-2004
Managing Director, Private Wealth Advisor
Northwestern Mutual
1-2016
Co-Founder, Private Wealth Advisor
Upstate Legacy Planning Group
Director of Business Development
Lantronix
Sales/Marketing
DuPont
In the press

Media appearances

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Education
1988 - 1992
Bachelor of Science (BS)
The University of Kansas
1994 - 1998
MBA
University of Phoenix
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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