Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Accessible, knowledgeable and experienced, I am committed to building and maintaining strong client relationships. I am passionate about what I do and I bring that passion to helping every client make what may be the most important financial decisions of their lives.
Christopher C. Johnson
Senior Portfolio Advisor
Born and raised in Ann Arbor, 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'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 Wealth Management model portfolios and third-party investment strategies.
When away from the office, he enjoys spending time with family, golfing, and playing with their 5-year old Australian Shepherd, Moses, and 1-year old Catahoula Leopard, Daphne. He currently resides in Ypsilanti Township with his wife, Kelli, and daughter Leoni.
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 tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Eastern Michigan University
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.