Myranda Johnson

My Approach

My approach is centered on bringing clarity and structure to complex financial lives. I start by understanding each client's full picture—their goals, priorities, and current financial landscape. From there, I help organize and simplify key decisions, implement a coordinated strategy, and provide ongoing guidance to keep everything aligned over time. The goal is to create a process that feels structured, proactive, and easy to navigate—especially for clients with limited time.

Philosophy

I believe effective financial planning is not about reacting to markets or chasing short\-term outcomes, but about building a clear, disciplined strategy aligned with each client's long\-term priorities. A thoughtful plan should bring structure to decision\-making, reduce uncertainty, and evolve as life and goals change. My role is to serve as a consistent partner—helping clients stay focused, informed, and confident over time.

Capabilities

I support clients across a range of financial planning and wealth management needs, including: * Investment strategy and portfolio management * Retirement planning and cash flow analysis * Tax\-aware planning strategies * Equity compensation and executive planning * Risk management and insurance reviews * Education planning and legacy considerations All recommendations are designed to work together as part of a coordinated, long\-term plan.

Client Experience

Clients can expect a relationship that is responsive, proactive, and highly organized. I prioritize clear communication, timely follow\-through, and consistent check\-ins to ensure everything stays aligned. My goal is to make financial decision\-making feel simpler, more structured, and less time\-consuming.

Personalized planning

**Helping you create a personalized plan** At Merrill, we go beyond the traditional role of an advisor. * Your goals, concerns and attitude about investing are the foundation of your plan. * We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family. * We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.

Team and resources

**Giving you access to our teams and solutions** Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with: * Bank of America specialists, such as mortgage or trust professionals * Timely insights from BofA Global Research1 to help you stay informed and navigate ever\-changing markets * A [full suite](https://www.ml.com/solutions/all.html) of Merrill investing and Bank of America banking solutions ^1^~BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker\-dealer, [Member SIPC](http://www.sipc.org/), and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").~

Recognition