Dan Johnson

Directeur Général chez

Birchcreek Wealth Management LLC

Finance

Consumer Services

Profil

Mr. Daniel A. Johnson is a Chief Executive Officer & Wealth Advisor at Birchcreek Wealth Management LLC.
He has over a decade of experience working with individuals, families, and business owners on planning for their futures.
Mr. Johnson was previously employed as a First Vice President by Merrill Lynch, Pierce, Fenner & Smith, Inc. He is a Business Finance graduate of the University of Florida, holds the CERTIFIED FINANCIAL PLANNER certification, and has obtained the Certified Plan Fiduciary Advisor designation.

Postes actifs de Dan Johnson

Sociétés	Poste	Début
Birchcreek Wealth Management LLC Birchcreek Wealth Management LLC Investment ManagersFinance BWM primarily employs fundamental analysis methods in developing investment strategies for its clients. Portfolios may be constructed using open-end mutual funds, exchange-traded funds (ETFs), individual equity securities and or individual fixed income securities.	Directeur Général	01/06/2019

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Anciens postes connus de Dan Johnson

Sociétés	Poste	Fin
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/08/2019

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Sociétés liées

Entreprise privées	3
University of Florida University of Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Birchcreek Wealth Management LLC Birchcreek Wealth Management LLC Investment ManagersFinance BWM primarily employs fundamental analysis methods in developing investment strategies for its clients. Portfolios may be constructed using open-end mutual funds, exchange-traded funds (ETFs), individual equity securities and or individual fixed income securities.	Finance