Joel Johnson Email & Phone Number
Director of Financial Planning @ FourThought Private Wealth (FourThought Financial Partners, LLC)
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Joel Johnson Location
- Sarasota, FL, US
Joel Johnson Work
- 2023 -2025 Financial Planner @
- 2025 -now Director of Financial Planning @
- 2021 -2023 Principal - Portfolio Manager @
- 2019 -2021 Vice President - Portfolio Manager @
- 2017 -2019 Vice President - Investments @
- 2015 -2017 Investment Technology Associate @
- 2015 -2015 Personal Banker @ 5/3 Bancorp
- 2014 -2014 Investment Associate Intern @ Gyroscope Capital Management, LLC.
- 2013 -2014 Financial Analyst @
- 2013 -2013 Sales Lead @
- 2011 -2013 Retail Sales Associate @
Joel Johnson Education
- Florida Trust & Wealth Management School
FTS Diploma of Completion (Trust & Wealth Management)
2018-2020 - Florida Gulf Coast University
Bachelor of Science (B.S.) (Business Finance)
2010-2014
Joel Johnson Skills
- Business Development
- Teamwork
- Investments
- Market Research
- Microsoft Word
- Customer Service
- Trend Analysis
- Microsoft Office
- PowerPoint
- Marketing
- Financial Analysis
- Leadership
- Time Management
- Sales
- Public Speaking
- Social Media
- Underwriting
- Microsoft Excel
- Microsoft PowerPoint
- Finance
- Management
- Strategic Planning
- Team Building
- Portfolio Management
- Project Management
- Budgeting
- Budget Management
- Budget Monitoring
- Budget Process
- Budget Analysis
Joel Johnson Summary
- Joel Johnson, based in Sarasota, FL, US, is currently a Director of Financial Planning at FourThought Private Wealth. Joel Johnson brings experience from previous roles at FourThought Private Wealth, Sabal Trust Company and Sanibel Captiva Trust Company. Joel Johnson holds a 2018 - 2020 FTS Diploma of Completion in Trust & Wealth Management @ Florida Trust & Wealth Management School. With a robust skill set that includes Business Development, Teamwork, Investments, Market Research, Microsoft Word and more. Joel Johnson has 1 emails on RocketReach.
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Top FourThought Private Wealth (FourThought Financial Partners, LLC) Employees
Joel Johnson
Director of Financial Planning
Sarasota, FL, US
Larry Cuervo Jr.
Senior Planner
Sarasota, FL, US
Alet Filmalter
Financial Planner
Fort Pierce, FL, US
Patty Nogalski
Director of Client Services
Port Charlotte, FL, US
Christian Perez
Client Relationship Manager
Venice, FL, US
Kyle Jones
Client Services Manager
Venice, FL, US
Christopher Fagley
Director and CCO
Philadelphia, PA, US
Casey Tuzik
Senior Client Services Manager
North Port, FL, US
Carter Couchot
Paraplanner
Englewood, FL, US
Brad Patton
CERTIFIED FINANCIAL PLANNER (CFP®)
North Port, FL, US
Jake MacFarlane
Senior Research Analyst
Nokomis, FL, US
Ryan McCormack
Platform Operations Specialist
Venice, FL, US
Weston Wolff
Financial Planning Intern
Florida, United States
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