Welcome
My practice is built on the foundation of seeking to do what is best for my valued clients.
I help a select group of individuals, families and business owners nurture, protect, and simplify their financial lives by promoting a mutually rewarding, long-term relationship experience that is based on the shared principles of trust, planning and communication.
My client-centered practice is focused on one thing - helping you strive to accomplish more of those things that are most important to you, your family, and your business.
BULLETIN BOARD
- Contemplating retirement? Rolling over a 401(k)? Have IRA Rollover questions? Let us help. Please contact us.
- The introductions that we have received from our clients' business and personal contacts are greatly appreciated. If we can be of assistance to your colleagues, family or friends in helping them to achieve their financial goals, have them contact us.
- As Financial Advisors whose focus is on wealth management, we know all about the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments—talk to us about your business needs, too.
Kelly D. Johnson is licensed in the following state(s): CA, CO, FL, GA, HI, IL, KY, MI, MN, NC, NY, PA, TX, WI
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
