Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Christopher C. Johnson
Senior Portfolio Advisor
Born and raised in Ann Arbor, Michigan, Chris has built a successful practice by committing to provide flexible, sophisticated wealth management. He delivers on this by tailoring the investment management and planning strategies to the client's goals, and by combining his deep financial industry knowledge with Merrill Lynch's vast resources. He embraces the opportunity to apply his in-depth knowledge and experience to help clients find comfort and confidence in their financial lives.
He believes one of the most important aspects of his process, is fostering long-term relationships with clients. Those relationships are the foundation of a successful plan, and allow him to truly understand the unique needs and concerns of clients. He acknowledges the trust clients place in him and works diligently to stay abreast of informed, modern perspectives. Another area that he believes is paramount, is maintaining a highly professional and responsive service model.
It is completely normal to have new clients come to him with disjointed wealth that spans multiple accounts, firms, and strategies. He strives to save you the stress, uncertainty, and potential risk that result from disorganized investments, by synchronizing every aspect of your wealth with outcome-driven guidance and planning. He often collaborates with your other professionals as well, such as attorneys and CPAs, to help further streamline your financial life.
In addition, he welcomes the opportunity to help his clients' affluent friends, co-workers, and other family members. He's found that client referrals are the most natural way to grow the practice, and often make for the most successful long-term relationships, as very often their personalities are similar.
A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch model portfolios and third-party investment strategies.
When away from the office, he enjoys spending time golfing, and playing with his beloved 3-year old Australian Shepherd, Moses. He currently resides in Ypsilanti Township with his fiancé Kelli.
A graduate from Eastern Michigan University with a BBA in marketing. He holds a Series 7 and 66 FINRA registrations, and is also licensed in life and health insurance.
His Wealth Management Services Include:
-Customized investment management
-Trust and estate planning strategies
-Education funding strategies
-Credit and lending strategies through Bank of America, N.A.
I follow the deep-seated Merrill Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Eastern Michigan University
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.