Amy Johnson
Premier Advisor
1170 Buford Road
Cumming, GA 30041
About me
Background
I am a Premier Advisor with experience in financial services since 2004, and my passion for serving others led me to a career in financial planning and banking. I help clients and their families take a comprehensive, holistic, and strategic approach to financial planning, while helping to deliver customized solutions and providing active relationship and risk management. My daily goal is to put my clients first, building their trust through high-touch attention, in-depth conversations, and technology. I seek to guide clients through their financial journeys by addressing their short- and long-term goals to help turn their dreams into reality.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Wills, trust, wealth transfer, estate administration and settlement, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more