Profil
Ms. Johnson joined ProVise after spending 13 years in the banking industry, the last five of which were at Wachovia Banks as Vice President in their Wealth Management Group.
Her responsibilities there included managing banking and financial planning relationships for high net worth individuals.
A graduate of the University of Florida, Ms. Johnson is a CFP, a General Securities Representative, an Investment Advisor Representative, as well as holding life and annuity licenses.
She is past Chairperson and current member of the Board of the Producers at the Tampa Bay Performing Arts Center, a member of the Florida Orchestra Advisory Council, and a member of the Financial Planning Association.
Anciens postes connus de Karen E. Johnson
| Sociétés | Poste | Fin |
|---|---|---|
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Analyst-Equity | 30/11/2007 |
| ICTC GROUP INC | Public Communications Contact | - |
Formation de Karen E. Johnson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
ICTC Group, Inc.
ICTC Group, Inc. Wireless TelecommunicationsCommunications Provides radiotelephone communications services | Communications |
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise constructs portfolios designed to assume the lowest level of risk possible to meet client's specific objectives. The firm utilizes a variety of asset classes and rebalances portfolios as client needs and market conditions dictate. They primarily allocate client investment assets on a discretionary and non-discretionary basis among various individual stocks, bonds/fixed income securities, mutual funds, ETFs, and annuities. Certain client assets, or portions thereof, may be managed by affiliated or unaffiliated third-party investment managers and/or unaffiliated sub-advisors. | Finance |
University of Florida
University of Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















