Dan Johnson
Directeur Général chez Birchcreek Wealth Management LLC
Profil
Mr. Daniel A.
Johnson is a President & Chief Executive Officer 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 Birchcreek Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dayton, Ohio. The firm was founded by Daniel Johnson in 2019. BWM offers advisory services to individuals, high net-worth individuals, families, trusts, estates, businesses and pension and retirement plans. | Directeur Général | 01/06/2019 |
Anciens postes connus de Dan Johnson
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | 01/08/2019 |
Formation de Dan Johnson
| University of Florida | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Birchcreek Wealth Management LLC
Birchcreek Wealth Management LLC Investment ManagersFinance Birchcreek Wealth Management LLC (BWM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dayton, Ohio. The firm was founded by Daniel Johnson in 2019. BWM offers advisory services to individuals, high net-worth individuals, families, trusts, estates, businesses and pension and retirement plans. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |
