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John J. Dugan, Jr. Joins CohnReznick Wealth Management LLC as Director of Insurance


5/5/14

New York, NY – John J. Dugan, Jr. has joined CohnReznick Wealth Management LLC, an affiliate of CohnReznick LLP, the 10th largest accounting, tax, and advisory firm in the U.S., as Director of Insurance.

In this role, John is responsible for overseeing the insurance operations for the Firm with a focus on expanding and deepening the Firm’s client relationships by leveraging insurance products and services. 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 most recently served as Vice President of Business Development at Zenith Marketing Group, an insurance brokerage agency that CohnReznick Wealth Management LLC utilizes for insurance business services.

John, who is now based in the Firm’s Roseland, NJ office, 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 the insurance in place, and to make a determination if/how benefits can be maximized.

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, the William Kennedy Award for Excellence for the UBS Leadership Management and Development Program for Branch Managers, The UBS Pacesetters Award, and The Provident Mutual PMLA and Top 50 Award.

John received his Bachelor of Arts degree in Criminal Justice from Seton Hall University in South Orange, NJ and is involved in many community organizations including The 200 Club of Union County, NJ, Westfield Police Athletic League, St. Helens Church, The Friendly Sons of St. Patrick of Union County, NJ, and the Watchung Hills HS Alumni Program.

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