Michelle Johnson, Financial Advisor located in Longboat Key, FL

Financial Advisor
Michelle K Johnson

CFP®, CPWA®, CEPA®, AAMS®
595 Bay Isles Rd Ste 260, Longboat Key, FL 34228opens in a new window
Accepting New Clients
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CPWA®

    Certified Private Wealth Advisor®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Golfing
  • Reading
  • Fine Dining
  • Movies & Entertainment

Team Members

  • Lauren Johnson
    Registered Branch Associate Trainee
  • Kim Meissner
    Associate Financial Advisor
  • Lauren Blanton
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(941) 263-7821

Fax

(855) 284-2924

Office Address

595 Bay Isles Rd Ste 260
Longboat Key, FL 34228opens in a new window

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