Dan Johnson Email & Phone Number

CEO, Wealth Advisor @ Birchcreek Wealth Management

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Dan Johnson Location

Dayton, OH, US

Dan Johnson Work

2019 - now CEO, Wealth Advisor @ Birchcreek Wealth Management
2010 - 2019 First Vice President, Wealth Management Advisor @ Merrill Lynch
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2007 - 2009 Retirement Specialist @ T. Rowe Price
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2006 - 2006 Wealth Management Intern @ Merrill Lynch
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Dan Johnson Education

University of Florida
Bachelor's Degree (Business Finance)
2003 - 2007

Dan Johnson Skills

Portfolio Management and Investment Stratgies
Retirement Planning
Family Financial Advisor

Corporate Retirement Plans
Estate Planning Strategies and Wealth Transfer

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Dan Johnson Summary

Dan Johnson, based in Dayton, OH, US, is currently a CEO, Wealth Advisor at Birchcreek Wealth Management. Dan Johnson brings experience from previous roles at Merrill Lynch Wealth Management, T. Rowe Price and Merrill Lynch. Dan Johnson holds a 2003 - 2007 Bachelor's Degree in Business Finance @ University of Florida. With a robust skill set that includes Portfolio Management and Investment Stratgies, Retirement Planning, Family Financial Advisor, Corporate Retirement Plans, Estate Planning Strategies and Wealth Transfer and more. Dan Johnson has 2 emails and 2 mobile phone numbers on RocketReach.

Dan Johnson Emails

Found 2 emails

Dan Johnson Phone Numbers

Found 3 phone numbers

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Top Birchcreek Wealth Management Employees

Dan Johnson

CEO, Wealth Advisor at Birchcreek Wealth Management

Dayton, OH, US
2
- gmail.com
- birchcreekwealth.com
3
- +1 937-567-XXXX
- +1 513-571-XXXX
- +1 719-236-XXXX
Matthew Will

Wealth Management Advisor at Birchcreek Wealth Management

Dayton, OH, US
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- gmail.com
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