Grace A. Email & Phone Number

Grace A. is a VP Wealth Advisor at Johnson Financial Group.

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  Vp Wealth Advisor

  Johnson Financial Group

  Oct 2023 - Present - Appleton, Wisconsin, United States

  As a skilled Wealth Advisor at Johnson Financial Group, I work to help clients achieve their goals through prudent investment solutions. My experience also includes financial planning, multi-generational wealth management, and retirement plan solutions. I enjoy translating complex information into tangible concepts and actions for my clients. I am deeply involved in the community and passionate about causes that support health and create opportunities for women, children, and families. I am on the "Power of the Purse" Planning Committee for the Women's Fund of Greater Green Bay, an active member of the Fox Valley Estate Planning Council, and a frequent blood donor to the Red Cross. Let’s connect and discuss how you can achieve your financial goals.Whether you're looking to invest your money, build a financial plan or prepare for retirement, our advisors can help you create a story that grows, manages and protects your wealth for future generations.Wealth management services are provided through Johnson Bank and Johnson Wealth Inc., Johnson Financial Group companies. Additional information about Johnson Wealth Inc., a registered investment adviser, and its investment adviser representatives is available at adviserinfo.sec.gov. NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE