John Wilbourne
Managing Partner
220 E Central Parkway, Suite 3045 Altamonte Springs, FL 32701
John Wilbourne is a Managing Partner at Occidental Asset Management, where he leads client relationships, develops new business, and serves on the firm’s investment committee. With more than 30 years of experience, he specializes in tax-efficient portfolio construction, capital gains strategies, and personalized wealth management for high-net-worth individuals, business owners, and executives.
John began his career in 1994 and held advisory roles at Merrill Lynch, Oppenheimer, and Wells Fargo before becoming a Managing Partner at Occidental. Clients value his ability to deliver a high-touch experience tailored to their goals, whether that’s planning for a business sale, managing generational wealth, or simplifying complex financial lives. For John, the reward is helping clients fulfill their dreams and seeing the impact thoughtful planning can have.
In his personal time, John enjoys golfing, skiing, spending time with loved ones, and traveling to new places. He and his wife split their time between Ponte Vedra Beach, Florida, and Bellevue, Washington. John’s favorite financial wisdom? “A portfolio is like a bar of soap. The more you handle it, the less you have.” It’s a reminder that long-term success comes from discipline and diversification.
Education and Designations
B.A., Economics, University of Washington, 1990