portrait of Michael Johnson

About Michael

In 2009, I began my career as a financial advisor, opening an office in the Sarasota area. I became a limited partner with the firm in 2018.

Working closely with you and your CPA, attorney and other professionals, I can help you determine the most appropriate financial strategies for your family. My practice is centered around education and customer service.

As a native to Florida, I earned my bachelor's degree from the University of Florida. I have earned the CERTIFIED FINANCIAL PLANNER™* certification. I also have the Series 7 and 66 registrations, as well as my life, health and variable annuity...

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Portfolio Reviews
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesAugust 2009 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of FloridaBachelor of Science

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Tennis
  • Yoga
  • Volunteering

Team Members

  • Matthew Harrington
    Associate Financial Advisor
  • Heather Mackey
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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