Amy Johnson is a Premier Banker with 22 years of financial services experience and a passion for serving others that led her to a career in financial planning and banking. She and everyone on her team brings a unique ability to deliver thought leadership on complex issues and outstanding client service. Together, they help clients and their families take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Amy’s daily goal is to put her clients first, building their trust through high-touch attention, in-depth conversations, and technology. She seeks to guide clients through their financial journeys by addressing their short- and long-term goals to help turn their dreams into reality.
Amy holds her Series 7, 9, 10, 24, and 66 securities registrations and life insurance license.
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
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