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
- Director of Financial Planning @ (October 2025 - Present)
- Financial Planner @ (August 2023 - October 2025)
- Principal - Portfolio Manager @ (November 2021 - August 2023)
- Vice President - Portfolio Manager @ (September 2019 - November 2021)
- Vice President - Investments @ (February 2017 - September 2019)
- Investment Technology Associate @ (April 2015 - February 2017)
- Personal Banker @ 5/3 Bancorp (January 2015 - April 2015)
- Investment Associate Intern @ Gyroscope Capital Management, LLC. (September 2014 - December 2014)
- Financial Analyst @ (October 2013 - May 2014)
- Sales Lead @ (March 2013 - September 2013)
- Retail Sales Associate @ (November 2011 - April 2013)
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
- Alternative Investments
- Certified Financial Planner
- Estate Planning Strategies
- Exit Strategies
- Financial Analysis
- Holistic Financial Planning
- Investment Policy Design
- Leadership
- Multi-Generational Wealth Planning
- Portfolio Management
- Private Market & Direct Investments
- Public Speaking
- Tax-Efficient Wealth Strategies
- UHNW Client Advisory
- Business Development
- Teamwork
- Investments
- Market Research
- Microsoft Word
- Customer Service
- Trend Analysis
- Microsoft Office
- PowerPoint
- Marketing
- Time Management
- Sales
- Social Media
- Underwriting
- Microsoft Excel
- Microsoft PowerPoint
- Finance
- Management
- Strategic Planning
- Team Building
- 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 Alternative Investments, Certified Financial Planner, Estate Planning Strategies, Exit Strategies, Financial Analysis and more. Joel Johnson has 1 emails and 1 mobile phone numbers on RocketReach.
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