John Buckley

Assistant Vice President
617 351-6059

John’s role is to represent Longfellow in servicing the needs of clients by assisting them with the efficient and compliant management of their group retirement plans. As part of his role, John meets regularly with his clients to review the effectiveness of their plan, with a focus on the plan's investment options. He makes it his primary goal to understand the needs of his clients and know the various provider platforms their plans reside on as well as the funds that they use so he is able to make qualified, informed recommendations. He also responds to questions and offers assistance, prepares and presents plan and investment reviews, and handles participant education.

Prior to joining Longfellow in January 2012, John was a Client Relationship Manager for Great West Retirement Services.  Prior roles also include OneAmerica, Emplanet, and Fidelity Investments where he specialized in client relationship management and plan design. John holds a Bachelor of Science/Marketing degree from the Boston College School of Management. He holds FINRA Series 6 and 63 designations through LPL Financial as well as his Health, Life, and Variable Annuity producer’s licenses. 

John’s favorite thing about working at Longfellow is the all-inclusive feeling of the organization and the helpfulness of his teammates.

John currently resides in Walpole, MA and enjoys working out, playing with his family dog, and watching his kids participate in sports. In his travels, John says his favorite place is Italy and that visiting places like Portofino, Santa Margarita, and Rome gave him a new perspective on European history and culture.