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John J. Dugan, Jr.

Director of Insurance - CohnReznick Wealth Management LLC


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As Director of Insurance for CohnReznick Wealth Management LLC, John Dugan is responsible for overseeing the insurance operations for the Firm. This includes expanding and deepening the Firm’s client relationships by leveraging beneficial insurance products and services. John specializes in helping clients understand their insurance policies so that they are purchasing the right type of insurance to fulfill a particular need at the most competitive price. He demystifies the process of acquiring insurance and conducts policy reviews of existing contracts to help clients understand what the insurance in place is, and to make a determination if and how benefits can be maximized.

Following a career in law enforcement, John entered the financial services industry and has spent the past 25 years in a number of capacities, including retail financial services and management roles at Morgan Stanley, UBS, MetLife, and Nationwide Insurance. He also served as vice president of business development at Zenith Marketing Group, an insurance brokerage agency that CohnReznick Wealth Management utilizes for insurance business.

John holds series 6, 7, 63, and 66 licenses, as well as life and health licenses. He has won numerous awards throughout his career, including the UBS Award for Service Excellence and the William Kennedy Award for Excellence for the UBS Leadership Management and Development Program for Branch Managers. As a retail advisor, he has also achieved club level production at UBS (Pacesetters Award) and Provident Mutual (PMLA and Top 50 Agents Award).

He is also heavily involved in his community with the 200 Club of Union County, NJ, the Westfield Police Athletic League (PAL), and The Friendly Sons of St. Patrick of Union County, NJ.

Education
• B.A., Seton Hall University - Criminal Justice

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