Mark Johnson

Background

About Mark Johnson

Much of the financial advice being given today is solely directed at market events, economic conditions or securities selections. As pertinent as this is, I feel it is more important to take a "client-centric" approach and consider these matters within the context of my clients' individual needs. Working with a broad spectrum of clients, including professions, small business owners, retirees and their families, I bring to bear my resources and more than 15 years of experience to help address a wide range of financial needs with forethought and care. What's Important To You? I begin every relationship by exploring with you how you wish to live today and in the future. In addition to asking about your risk tolerance and desired return, I delve deeper to determine your broader goals, concerns and aspirations. Drawing on a team of experienced specialists throughout Bank of America and Merrill, I can help you formulate, manage and achieve your financial goals, while giving you the freedom to focus on what is important in your life. I can also collaborate with your other professional advisors to coordinate diverse strategies for many of your needs, including: Retirement and income planning strategies Estate Planning Services Philanthropy Insurance Services Business Solutions Banking, Credit and Lending Needs Your overall wealth management strategy should provide consistency to you and your loved ones over time. That's why I strive to bridge the gap and build relationships with your family members now so that when the time comes, they have a trusted resource they can turn to for wealth management guidance.