Lisa A. Johnson, CFA®

Financial Advisor

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Lisa A. Johnson, CFA®

MY MISSION STATEMENT

Excellence in helping clients like you with your personalized investment and financial strategies

My Story and Services

My Story

I am always surprised to learn that many people are not as excited as I am in managing their financial assets -- or -- view this task as one of life's necessary challenges. My interest in the markets has evolved into a genuine desire to help people manage their money and achieve their life goals. In doing so, I've developed a strong background in asset and wealth management over the years.

I started my career at Citibank in New York just after graduate school.  I obtained an MBA in Finance from Columbia and started working for Citibank in 1988.  In 1996, while at Citi and after a three-year stint in Brussels as an expat, I decided I wanted to move my career towards investment management, so I began studying for the CFA designation.  After nine years at Citi, I left as a Vice President and credit officer and moved to Atlanta to be a Director in the Capital Markets group at UPS.   I finished the CFA in 1998, and at that time, I was promoted to Vice President at UPS and managed the Investments Group, where we managed over $8 billion in pension assets.  I also was a trustee on several 401ks for over a decade. 

I have held many jobs at UPS over my 20-year career, but by far my favorite roles were managing the pension assets and serving as a trustee on the 401ks until 2014.  Since that time, I knew I wanted my next career move to be in the asset and wealth management areas. I have enjoyed navigating the capital markets, pursuing industry credentials and managing my own assets for the last 30 years, and look forward to sharing with you the insights I've gained over the course of my career.

You've worked hard your whole life. I believe you should make the money you've earned work hard for you.

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Retirement Planning
  • Sustainable Investing
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Executive Financial Services
  • LGBT Planning Services
  • Long Term Care Insurance
  • Qualified Retirement Plans

Securities Agent: GA, NC; General Securities Representative; Investment Advisor Representative

NMLS#: 1780432


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Video

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Ready to start a conversation? Contact Lisa A. Johnson, CFA® today.

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