The Johnson Group

Philosophy

Every relationship begins with a conversation. We take the time to understand what matters most to you, your family, and the goals you hope to achieve. Whether your priorities include preparing for retirement, transferring wealth to future generations, pursuing personal passions, or navigating important financial decisions, our process starts with listening and learning about your unique circumstances. Through meaningful discussions, we help identify and prioritize the goals that are most important to you. As your life evolves and your needs change, we believe your financial strategy should evolve as well.

Capabilities

Our capabilities extend beyond traditional investment management. We work closely with individuals, families, and business owners to develop personalized strategies designed to address every aspect of their financial lives. Whether planning for retirement, preparing for future healthcare expenses, funding education, managing significant liquidity events, navigating major life transitions, or evaluating banking and lending needs, we provide guidance tailored to your unique goals and priorities. Through comprehensive planning, we help clients address wealth accumulation and preservation, estate and trust considerations, wealth transfer strategies, philanthropic objectives, business succession planning, and cash management needs. With access to Merrill's investment insights and Bank of America's banking and lending capabilities, we strive to provide a coordinated approach that brings all aspects of your financial life together. Our objective is to help simplify complex financial decisions while delivering personalized guidance designed to support your long\-term financial well\-being, your family's goals, and the legacy you hope to create.

Approach

At The Johnson Group, we believe effective financial guidance involves more than investment management alone. Our approach is built on understanding your complete financial picture and delivering personalized strategies that reflect your goals, priorities, and aspirations. Through access to Merrill's investment resources, Bank of America Private Bank's trust and fiduciary services, and Bank of America's banking and lending capabilities, we help coordinate the many components of your financial life. We strive to simplify complex financial decisions by serving as a single point of contact and a resource for guidance across a broad range of planning needs. From wealth accumulation and preservation to retirement planning, legacy considerations, and multigenerational wealth transfer, we work with you to develop thoughtful strategies designed to support your long\-term financial objectives.

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