Finding A Top Financial Advisor: Kevin Johnson & More
Are you looking to secure your financial future and navigate the complexities of the investment landscape? The world of financial advising is filled with professionals dedicated to helping individuals and businesses achieve their financial goals, and understanding their expertise is crucial.
The search for the right financial advisor can feel overwhelming. The market offers a range of specializations and affiliations, from those working with established firms to independent agents. The following profiles offer a glimpse into the diverse expertise available, highlighting advisors who have dedicated their careers to helping clients manage and grow their wealth.
| Aspect | Details |
|---|---|
| Name | Kevin Johnson |
| Primary Focus | Financial Advisor |
| Location(s) | Plano, Texas; Naples, Florida; Seattle, Washington; Wayzata, Minnesota; Kansas City |
| Affiliations | Fisher Investments, Morgan Stanley, Northwestern Mutual Investment Services, LLC, Edward Jones, Wells Fargo Advisors |
| Regulatory Exams Passed | Series 65, Series 63, and Series 65 (depending on the specific advisor) |
| Professional Designations (Where Applicable) | CFP, CLU, ChFC |
| Career Highlights |
|
| Experience | Varies by individual, with some having 15+ years in practice and others with over 20 years in the field. |
| Previous Positions | Fisher Investments, Colorado State University, CSU Admissions, Macy's, Ophir Corp, Target, Morgan Stanley Private Bank, Northwestern Mutual Life, Northwestern Mutual Wealth Management Company |
| Additional Information | Some advisors, like Misty Newman, have extensive experience in insurance and group benefit plans (18 years as a financial advisor and over 21 years in insurance and group benefit plans) |
| LinkedIn Profiles | Many advisors, including those named Kevin Johnson, have profiles on LinkedIn. |
| Areas of Service | Financial planning, investment management, retirement planning, wealth management |
| Focus | Conservative, goal-oriented, and client-focused. Dedicated to helping clients navigate financial landscapes and make sense of Medicare and life's opportunities. |
| Additional Information | Some advisors, such as Anthony Minero, host and moderate financial discussions. Others, like Kevin Coughlin, serve specific geographic areas (Johnson City, NY) and focus on a select group of clients. |
| Related Professionals/Organizations |
|
| Source Link | LinkedIn Search Results for Financial Advisors (This is a general link to LinkedIn; specific profiles must be found through searching) |
The landscape of financial advising is broad, with advisors spanning various locations and affiliations. For instance, Kevin Johnson can be found in multiple locations, each associated with different firms, offering a spectrum of services.
Consider the breadth of experience offered. Some advisors, such as Misty Newman, have dedicated nearly two decades to guiding individuals and businesses through complex financial environments, particularly in insurance and benefit plans. These advisors often emphasize a comprehensive approach, providing insights into wealth management, financial wellness, and the intricacies of the markets.
Further, the professional designations and certifications, such as CFP, CLU, and ChFC, underscore a commitment to upholding professional standards and delivering client-centric solutions. These professionals are often actively involved in their communities, and their expertise is frequently sought after to provide guidance and insight into financial matters.
The presence of individuals like Kevin Coughlin, who has served the Johnson City area for over two decades, reflects the value of long-term relationships and local knowledge. These advisors understand the nuances of their clients' needs and aim to provide personalized strategies for the best possible financial outcomes.
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When choosing a financial advisor, it is important to consider both experience and the specific services needed. The advisor's ability to address financial challenges, manage investments, and plan for the future is an important aspect. The list above provides a useful starting point for research, highlighting the range of expertise available within the financial advising industry.
Consider the role of independent agents who specialize in the life and health fields, such as Ryan Nutter. This reveals a focus on protecting financial futures and securing individual and business investments.
The experience gained over the years, from those advisors who began their careers as life insurance professionals, demonstrates that there is a foundation of knowledge and experience within the industry. This wealth of experience is often combined with professional designations and a dedication to staying current with the latest industry standards.
These professionals are often committed to a holistic approach to financial planning, covering a range of areas. With these factors in mind, a strong financial advisor is an essential partner in achieving financial well-being.
The range of the financial advisors varies, and their services and experiences are vital for helping people navigate the complexities of the financial world, whether the client is looking for retirement planning, wealth management, or guidance with other financial goals.
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