The Johnson Group

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Merrill Lynch

The Johnson Group

Global Wealth Management
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Our team is comprised of talented and experienced advisors committed to building strong client relationships based on trust and personalized service.

The Johnson Group

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Welcome

For decades, The Johnson Group has developed integrated wealth management strategies for multiple generations of affluent families, now residing in 27 states. On behalf of this select circle of clients – including executives at large companies, legal and medical professionals, and business owners – the team can offer an extra measure of attention to help clients enhance, preserve and, ultimately, transfer wealth.

“For wealthy individuals nearing retirement, we can develop strategies designed for what I call ‘sustainable lifestyles.’ This demands an array of calculations and considerations that can help move clients toward the retirement they’ve imagined. For some, it’s retiring to their lake cabins or building new ones. For others, it’s moving out of state or being able to travel and visit family,” explains Mark Johnson.

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Our Process

Before allocations and investments are considered, Mark and his team feel privileged to spend significant time understanding each client’s goals, time horizons and liquidity needs. Mark says, “Appreciating what each client wants to achieve, tax status, risk tolerance and family dynamics is ‘job one.’” Mark is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. “Our strategies are sophisticated, but no more so than our clientele. Our ability to coordinate their liabilities with a Wealth Management Lending Officer from Bank of America, N.A., or to call upon a client’s tax or legal professional, is as vital as managing assets. We want clients’ hard work to pay off, so they can make memories with their families,” Mark adds.

*The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.

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Corporate Executives

Some of the topics we advise and consult with executives include:

  • Stock option exercise programs and the proper timing in light of taxation
  • 10b5-1 selling programs to allow selling stock during blackout periods
  • Asset Allocation analysis for 401(k)s and Defined Compensation
  • Cash reserves and Liability strategies
  • Balancing corporate paid benefits with outside private options
  • Utilizing institutional investment vehicles to reduce risk

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Business Owners

Some of the topics we advise and consult with business owners include:

  • Cash Management Solutions
  • Business Continuity Plans
  • Estate & Wealth Structuring
  • Access to Our Private Sales Network
    • Guiding Owners Along the Process of Business Ownership Transfer
  • Guidance on Retirement Plans
    • Defined Benefit
    • Defined Contribution

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Focus On Individuals and Families

We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals
We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill Lynch and access to the banking convenience of Bank of America as we do so.

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Approach

We begin every relationship with a conversation, helping you to identify and prioritize which goals matter most to you. Whether that's transferring wealth to the next generation, customizing financial strategies that help you pursue your passions, or simply providing advice and guidance to help you stay informed, we start by listening to learn more about you.

Merrill Lynch developed the Investment Personality Assessment to help us get to know your investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can help customize the financial strategy we develop together.

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Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

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Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

  • We provide clients with quality service. Portfolio performance and client satisfaction are our primary objectives.

Meet Our Group

Supported by the global resources of Merrill Lynch, our group is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Mark L Johnson

Mark L Johnson

Wealth Management Advisor

952.820.1961
William  McNabb

William McNabb

Wealth Management Advisor

952.820.1959
Adam  Johnson

Adam Johnson

Financial Advisor

952.820.1981
Ashley  Stensrud

Ashley Stensrud

Financial Advisor

952.820.1989
Emily  Spillman

Emily Spillman

Registered Client Associate

952.820.1958
Karli  Johnson

Karli Johnson

Registered Client Associate

952.820.1957

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch 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.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

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.

Staying on Track

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.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

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.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*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.

Let’s Have a Conversation

We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.

Why Merrill Lynch?

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.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

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.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.