As “second generation” members of The Johnson Group, we feel privileged to have followed in our father’s footsteps, to have “walked alongside him” for years, and now, to serve many old and new clients attracted to our tradition of transparency and accountability.
Like our father, we listen closely and continuously to clients. By asking the right questions and hearing what clients say (and often, don’t say), we can identify distinct areas of their financial lives that require our knowledge and best efforts.
To provide the level of sophistication and attention commonly associated with that of private banks – with a watchful eye on cost efficiencies – we aim to “do more” for a loyal circle of families in Pennsylvania, New Jersey, New York, on the West Coast, and states in between. We define clients by their ambitions and passions, which often include passing along wealth and wisdom to their children.
Who do we serve? Senior executives, business owners and entrepreneurs, physicians and attorneys, Wall Street professionals, retired couples, widows, divorcees, and generations of client families. While financially astute and diverse in their achievements, many clients benefit from our structure and ability to handle the entirety of their financial affairs – from check writing and cash management, to lines of credit and structured lending, to risk-managed investing, retirement planning, tax minimization and estate planning strategies.
What distinguishes our offering? We treat clients like members of our families and treat their finances like a business. That demands our vigilance and skillset – to act as stewards of their money. Having “grown up” with many clients, we know they value the longevity and quality of our relationships.
At The Johnson Group, we continue to be inspired by our father, Robert A. Johnson, who founded the group in 1984."Dad" didn't set out to be a financial advisor. In fact, wealth management was his third career. He graduated from the University of North Carolina with a Bachelor of Science degree in Business and Economics. He also received an MIM from the American Graduate School of International Management, did post-graduate work at Amos Tuck School of Management at Dartmouth College, and earned an MBA from the renowned Thunderbird School of Global Management.From 1967 to 1971, Bob served our country during the Vietnam War as an officer in U.S. Navy. Later, he enjoyed a successful career in international business – traveling frequently to Tokyo and Singapore. As fate would have it, Bob's roommate in the Navy managed the Merrill office here in Philadelphia. The rest is history…In 1983, Bob accepted his Navy buddy's invitation to join Merrill. And in true form, Bob never looked back. Instead, he helped generations of high-net-worth families and corporations look forward – to plan and prepare for financial goals they deemed meaningful.With the mindset and toolbox of a private banker, Bob became one of the first Merrill advisors to take a holistic, planning-based approach in his role as a financial advisor. For Bob, sophisticated asset management was only a single aspect of providing superior wealth management. Dad mentored clients – and us – so that we all understood the overall value that a financial advisor could provide.Bob would often remind the team of the trust that clients place in us.
CIMA®, CPFA®, CPWA®, CRPC™, CSRIC®
CFP®, CPFA®, CRPC™
CPFA®, CRPC™
AWMA™, CRPC™
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.
