Tyler Johnson
As a Financial Advisor with The James Group at Merrill, I bring over 40 years of collective team experience in wealth management to serve families and small business owners. Our multi-generational team focuses on retirement planning, helping parents and grandparents create tailored financial plans to preserve and grow their wealth for a secure retirement. We also guide the children and grandchildren of our clients in their wealth-building phase, offering extensive wealth management services-from budgeting and investment strategies to complex estate planning strategies and wealth transfer. Our holistic, family-focused approach helps families achieve financial success of multiple generations.
Before joining Merrill, I spent over a decade in education as a teacher and coach, where I honed my skills in strategic planning and goal achievement. At Merrill, I apply this experience to craft dynamic financial plans that adapt to changing needs, empowering clients to achieve their retirement and financial goals with confidence.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
