John M. Surgant, Jr.

Professional Background

• Began his financial industry experience in 1980, beginning with four-and-a-half years as a financial analyst. 
• Holds Series 7, 9 & 10, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
• As an analyst, authored more than two dozen reports on a variety of industries and individual companies.  Past member of the St. Louis Society of Financial Analysts.
• Prior to the securities industry, held positions at Caterpillar Tractor Co. in Peoria, Illinois, and Monsanto Agricultural Products Co., in St. Louis, Missouri, and Bangkok, Thailand. 

Educational Background

• B.A., Economics, University of Missouri - St. Louis
• M.I.M. (Master of International Management), American Graduate School of International Management, Glendale, Arizona

Community Involvement

• Active supporter and promoter of International Orthodox Christian Charities
• Vice Chair, Finance Committee, Lake Saint Louis Community Association
• Sea scout leader and advisor for the Greater St. Louis area with more than 20 years in combined scouting leadership
• Commander and Adjutant of Sons of the American Legion at South St. Louis Memorial Post 27 and have led rejuvenation of the SAL Program at Post 37
• Past municipal committeeman, City of Creve Coeur, Missouri
• Member of U.S. Power Squadrons, St. Louis area chapter
• Lifetime member of Associates of Vietnam Veterans of America, Bevo Chapter 611
• Actively involved in Orthodox Christian parish development in the St. Louis area and beyond
• Benefactor to numerous charities in the St. Louis area and beyond

Personal Background

Outside the daily responsibilities of leading Surgant Financial Group, John’s life is focused on boats and water.  He enjoys teaching boating skills and learning anything new while having fun on the water.  Living on the water at Lake Ste. Louise (the “little” lake at Lake St. Louis) supports and promotes John’s distance swimming avocation.  John and his wife, Carol, enjoy the many activities and events the Lake St. Louis community offers.  They especially enjoy spending time with Stephanie, J.T., and their seven grandchildren who live close by, making sure grandma and grandpa’s house is always a fun place to be.