Megan (Woods) Johnson Email and Phone Number
Principal Wealth Group provides complete financial resources to business professionals, educators, and retirees. We will guide you through every aspect of your financial goals which may include the following:• Personal Financial Planning• Wealth Accumulation• Retirement Income Planning• Higher Education Funding• Gifting & Inheritance Transfers • Preserving Your Family's Lifestyle We keep the focus on what's important: you. • Our MissionTo provide essential financial resources to inspire passion in our clients, our friends, helping them work toward meeting their goals, dreams and financial independence. We provide guidance to help accumulate and preserve wealth and to reach for an ever-improving lifestyle in the process of planning for and living in a dignified retirement.~ ~ ~ ~ ~ ~ ~ ~ ~ ~ • Our ValuesOur focus is on keeping family first and honoring traditional values, long term vision and trust. We embrace the highest standards of ethics, morals and integrity as the foundation of all decision making.Reviews on this site may or may not be by clients of the firm. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.Securities offered through Cambridge Investment Research, Inc., member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and Principal Wealth Group are separate companies. Cambridge does not offer tax advice.
Primary Wealth Group
View- Website:
- primarywealthgroup.com
- Employees:
- 6
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Vice President And Wealth AdvisorPrimary Wealth GroupTexas, United States
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Wealth AdvisorPrincipal Wealth Group Apr 2024 - PresentUnited StatesSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Principal Wealth Group and Cambridge are not affiliated.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. -
ParaplannerPrincipal Wealth Group Jan 2021 - Apr 2024Denton, Texas, United States
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ParaplannerAthlon Advisors Jan 2022 - Jan 2024Denton, Texas, United States -
StudentTexas Tech University Aug 2018 - Dec 2021Lubbock, Texas Area -
Practice Management InternCambridge Investment Research, Inc. May 2019 - Aug 2019On the Practice Management team I had the opportunity to mentor with seasoned coaches who work closely with Financial Advisors on a daily basis. I was given projects that related to industry development and researching topics that further advisor's education and success. I made presentations, participated in calls, and analyzed advisor websites. Through these different projects I have developed and further perfected skills such as communication, networking, research, and have acquired a better understanding of the financial industry. -
Assistant Volleyball CoachInstinct Vbc May 2015 - Jul 2018As the youngest assistant coach in the NTR region, I got the chance to assist professional volleyball coaches from all across the Dallas area. I helped trained girls in the physical sport as well as their mental development as athletes and people. I learned and practiced skills such as leadership, communication with children and their parents, while also learning to time block my work schedule with my social and school schedule. Through this experience I got to teach the sport I love while bettering young women in their athletic careers.
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BabysitterSelf-Employed Jan 2012 - May 2018Unitred StatesI babysat for 7 years for a variety of families with children's ages ranging from newborn - 12 years old. I went through basic first aid and CPR training in order to prepare for any situation that a child would present me with. Through the years of caring for people's children, I acquired skills that helped me care for other people and be able to roll with the punches as situations presented themselves. I also had the chance to develop relationships with different types of people and further my communication skills and professionalism as I built my own brand and reputation.
Megan (Woods) Johnson Education Details
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Personal Financial Planning
Frequently Asked Questions about Megan (Woods) Johnson
What company does Megan (Woods) Johnson work for?
Megan (Woods) Johnson works for Primary Wealth Group
What is Megan (Woods) Johnson's role at the current company?
Megan (Woods) Johnson's current role is Vice President and Wealth Advisor.
What schools did Megan (Woods) Johnson attend?
Megan (Woods) Johnson attended Texas Tech University College Of Human Sciences.
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