Stephen Johnson
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Stephen Johnson Email & Phone Number

Vice President, Trust Advisor at Regions Bank; 2021 & 2022 Chairman’s Club Recipient at Regions Bank
Location: Jacksonville, Florida, United States 6 work roles 1 school
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Role
Vice President, Trust Advisor at Regions Bank; 2021 & 2022 Chairman’s Club Recipient
Location
Jacksonville, Florida, United States
Company size

Who is Stephen Johnson? Overview

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Quick answer

Stephen Johnson is listed as Vice President, Trust Advisor at Regions Bank; 2021 & 2022 Chairman’s Club Recipient at Regions Bank, a company with 17786 employees, based in Jacksonville, Florida, United States. AeroLeads shows a matched LinkedIn profile for Stephen Johnson.

Stephen Johnson previously worked as Vice President, Trust Advisor at Regions Bank and Assistant Vice President, Trust Officer at Deutsche Bank. Stephen Johnson holds Bachelor'S Degree, Trust & Wealth Management from Campbell University.

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Email format at Regions Bank

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Regions Bank

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Profile bio

About Stephen Johnson

Experienced Vice President with a demonstrated history of working in the financial services industry. Skilled in Retirement Planning, Estate Planning, Asset Allocation, High Net Worth Individuals, and Financial Planning. Strong finance professional with a Bachelor's degree focused in Trust & Wealth Management from Campbell University.

Current workplace

Stephen Johnson's current company

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Regions Bank
Regions Bank
Vice President, Trust Advisor at Regions Bank; 2021 & 2022 Chairman’s Club Recipient
birmingham, alabama, united states
Website
Employees
17786
AeroLeads page
6 roles

Stephen Johnson work experience

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Vice President, Trust Advisor

Current

Jacksonville, Florida, United States

Apr 2020 - Present

Assistant Vice President, Trust Officer

Jacksonville, Florida Area

Provided Trust administration and relationship management to a book of over 200 Trust accounts. Partnering with Investment Advisors to create investment strategies for complex Trust clients. Have been instrumental in establishing and building the very first Trust administration team for Deutsche Bank in Jacksonville. Further, have been entrusted to ensure.

Jan 2016 - Apr 2020

Assistant Vice President, Trust Officer Ii

Merrill Lynch Trust Company

Jacksonville, Florida

Provided comprehensive wealth management to a book of over 250 Trust clients through account administration, estate planning, and financial & tax planning. Ensured all accounts were in proper compliance with internal policies as well as fiduciary laws and regulations. Joined with Portfolio Managers to develop investment strategies that met the needs of.

Jan 2014 - Jan 2016

Officer; Trust Relationship Officer

Provided comprehensive wealth management to a book of clients by assisting them with current administration, financial & tax planning, and estate planning, all as the main point in contact. Ensured proper compliance with fiduciary duties, laws, regulations, and policies. Facilitated sales process through expansion of existing relationships, networking with.

Jun 2012 - Jan 2014

Trust Administrative Officer

Jun 2010 - Jun 2012

Summer Intern Analyst

Jun 2009 - Aug 2009
Team & coworkers

Colleagues at Regions Bank

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1 education record

Stephen Johnson education

FAQ

Frequently asked questions about Stephen Johnson

Quick answers generated from the profile data available on this page.

What company does Stephen Johnson work for?

Stephen Johnson works for Regions Bank.

What is Stephen Johnson's role at Regions Bank?

Stephen Johnson is listed as Vice President, Trust Advisor at Regions Bank; 2021 & 2022 Chairman’s Club Recipient at Regions Bank.

Where is Stephen Johnson based?

Stephen Johnson is based in Jacksonville, Florida, United States while working with Regions Bank.

What companies has Stephen Johnson worked for?

Stephen Johnson has worked for Regions Bank, Deutsche Bank, Merrill Lynch Trust Company, and Us Trust.

Who are Stephen Johnson's colleagues at Regions Bank?

Stephen Johnson's colleagues at Regions Bank include Melissa Peterson, Dario M Orozco, Asunta Blanchard, Nelsy Silva-Ordonez, and Whit Howell.

How can I contact Stephen Johnson?

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

What schools did Stephen Johnson attend?

Stephen Johnson holds Bachelor'S Degree, Trust & Wealth Management from Campbell University.

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