Stephen Johnson
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Stephen Johnson Email & Phone Number

Director, Private Client Group at Gold Family Wealth
Location: New York City Metropolitan Area, United States, United States 6 work roles 1 school
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Current company
Role
Director, Private Client Group
Location
New York City Metropolitan Area, United States, United States
Company size

Who is Stephen Johnson? Overview

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Quick answer

Stephen Johnson is listed as Director, Private Client Group at Gold Family Wealth, a company with 15 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Stephen Johnson.

Stephen Johnson previously worked as Senior Wealth Advisor at Gold Family Wealth and Senior Vice President | Senior Wealth Advisor at Wilmington Trust. Stephen Johnson studied at Endicott College.

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Email format at Gold Family Wealth

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Gold Family Wealth

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Profile bio

About Stephen Johnson

As a Senior Wealth Advisor, I work with multi-generational families to connect all of the moving parts of their financial lives, and work with a team of professional advisors to design, coordinate and ultimately execute bespoke and holistic financial plans, with the sole purpose to achieve the things that are most important to the clients we serve. I have a strong passion for helping people and strive to be on the forefront of the wealth management industry by delivering an elevated and unique client experience. Clients have described me as passionate, empathetic, knowledgeable, trustworthy, creative, accessible and responsive.The ‘Family’ in Gold Family Wealth not only represents families served, but also the family approach to the advisors that work alongside us each day. Gold Family Wealth is also a partner of Carson Partners, a nationwide community of like-minded advisors that provides added depth to my team through operational, administrative, advanced planning, a robust Investment management platform and marketing support, coupled with state-of-the-art technology, ongoing professional development, practice management, coaching and in some cases, a path to equity partnership. This partnership has given me the freedom to focus on what I truly love, which is serving my clients and supporting my fellow advisors at Gold Family Wealth.Learn more by visiting www.goldfamilywealth.com

Current workplace

Stephen Johnson's current company

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Gold Family Wealth
Gold Family Wealth
Director, Private Client Group
New York, NY, US
Employees
15
AeroLeads page
6 roles

Stephen Johnson work experience

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Senior Wealth Advisor

Current

55 Post Road, Suite 218, Westport, CT 06880

Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.We believe that protecting and building toward your wealth goals requires more than a casual "One-size-fits-all".

Jan 2024 - Present

Senior Vice President | Senior Wealth Advisor

New York, New York, United States

Apr 2022 - Jan 2024

Senior Private Client Advisor | Team Leader

New York, New York, United States

Jan 2021 - Mar 2022

Senior Private Client Advisor

New York, New York, United States

Feb 2016 - Dec 2021
Team & coworkers

Colleagues at Gold Family Wealth

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1 education record

Stephen Johnson education

FAQ

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What company does Stephen Johnson work for?

Stephen Johnson works for Gold Family Wealth.

What is Stephen Johnson's role at Gold Family Wealth?

Stephen Johnson is listed as Director, Private Client Group at Gold Family Wealth.

Where is Stephen Johnson based?

Stephen Johnson is based in New York City Metropolitan Area, United States, United States while working with Gold Family Wealth.

What companies has Stephen Johnson worked for?

Stephen Johnson has worked for Gold Family Wealth, Wilmington Trust, Gersteinfisher, and Barnum Financial Group.

Who are Stephen Johnson's colleagues at Gold Family Wealth?

Stephen Johnson's colleagues at Gold Family Wealth include Brandon Buhay, Mark Jackson, Paul Kiernan, and Daniel Armas, Certified Financial Planner™.

How can I contact Stephen Johnson?

You can use AeroLeads to view verified contact signals for Stephen Johnson at Gold Family Wealth, including work email, phone, and LinkedIn data when available.

What schools did Stephen Johnson attend?

Stephen Johnson studied at Endicott College.

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