Lief Johnson

Lief K. Johnson, CFP®
Financial Consultant Truist Investment Services, Inc.

8226 County Hwy-509

Suite 200,

Melbourne, FL 32940-7991

About me

Background

Lief Johnson is a Vice President, Financial Consultant, and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with The Lipman Peters Group of Truist Investment Services, Inc., offering clients more than 15 years of comprehensive wealth management experience, with a family office approach that brings together specialists in investments, financial planning, insurance, and estate strategies. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts in History
State University of New York, College at Fredonia 1996 2000

Personal Interests

Johnson is a graduate of the State University of New York at Fredonia with a degree in history. He is active in the local Brevard County community, serving as board chair for Founders Forum, Inc., and, with his wife, as a Brevard County Chapter Advocate for Foster Florida, Inc. 

Johnson served six years on the board of directors for New Life Mission, formerly Brevard Rescue Mission, and was vice chair and board chair for two years, respectively. Additionally, he also served on several local committees, including the Space Coast chapter of the Coastal Conservation Association and a local Trail Life USA Troop as a troop leader. He enjoys spending time outdoors with friends and family, taking advantage of all the natural amenities Brevard County has to offer.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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