David Johnson, Cfp®, Cpfa™ Email & Phone Number

I have been working in the finance industry for over 25 years, with valuable skills and experience in the accounting and finance fields. Through my focused and detail oriented approach, and working with one of the world's largest wealth management firms, Merrill, my goal is to provide exceptional service to my clients. I provide custom financial advising for many situations. My experience of 13 years at T. Rowe Price, combined with the passion to help and guide clients has been a lifelong goal. I hold the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc.The AJC Group offers a goals-based wealth management process that incorporates customized strategies for tax minimization, retirement income, estate planning services and wealth transfer. With over 100 years of combined tenure in the industry, we utilize the investment insights of Merrill and banking convenience of Bank of America to help clients build, manage and preserve wealth.You can reach me at djohnson58@ml.com or (410) 527-7720