Michael works closely with his clients and their CPAs, attorneys and other professionals, helping them determine the most appropriate financial strategies for their families. His practice is centered around client financial education and customer service.
As a native of Florida, he earned his bachelor's degree from the University of Florida. He has earned the Certified Financial Planner™* designation. He also has the Series 7 and 66 registrations, as well as his life, health and variable annuity licenses.
When Michael isn't spending time with his wife Ellen and their two boys, he enjoys serving his community. He currently serves on the board of the Glasser Schoenbaum Human Services Center.
Regarding his talented Senior Branch Office Administrator Heather Mackey has been with the firm since 2018. She is committed to providing personalized service and ensuring that the client experience is always exceptional. In addition to working thoroughly to address all administrative aspects of their client relationships, Heather is very accessible and always transparent when communicating with clients.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
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Michael Johnson, CFP®
1819 Main St., Suite 1150, Sarasota, FL 34236