In 2013, Johnni launched his financial services career at Bank of America. This experience allowed Johnni to help provide clients with solutions meeting their short term and long term financial priorities. Wanting to take his career to the next level of finance, Johnni joined Merrill Lynch Wealth Management as a Financial Advisor. He has developed strategic partnerships with various advisors in in the San Antonio market, notably the Merrill Private Wealth Management group.
Today, Johnni takes a holistic approach to making recommendations that are focused on his client's individual needs. This allows Johnni to deliver the full capabilities and potential solutions provided by both the banking convenience of Bank of America and Merrill Lynch Wealth Management where he can provide access and connect his clients with the firm's vast network of specialists. For Johnni, putting clients on the right financial path and staying current with changes in their lives are both personally and professionally fulfilling.
Johnni is a qualified Senior Portfolio Advisor who can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
A graduate of the University of Missouri-Columbia, Johnni resides in San Antonio, Texas. In addition to spending time with his family, he loves the great outdoors, community service, reading, traveling and attending sporting events. Johnni also volunteers through his local church donating clothing and food to those in need.
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.